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March 9, 2025
Question

I did not withdraw all of my RMD. How can I include IRS form 5329 in my return?

  • March 9, 2025
  • 1 reply
  • 0 views
When I type "Form 5329" in the search window, I get information about form 8829.

    1 reply

    fanfare
    Employee
    March 9, 2025

    If you enter your 1099-R showing some part of your RMD, TurboTax will offer up Form 5329.

    @craigstickler