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March 22, 2025
Question

I need to add form 5329 to my tax fil . How do I do it?

  • March 22, 2025
  • 1 reply
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We need to add form 5329 for a delayed RMD distribution from 24 to already distributed in 25. How do I add this form to my Turbo tax file.

    1 reply

    DawnC
    Employee
    March 22, 2025

    If you didn't take your RMD, TurboTax will fill out Form 5329 for you and attach it to your tax return.  To do this, follow the steps below:

     

    1. Sign in to your return - Continue in Wages & Income.
    2. Search for 1099-R and use the Jump to link and answer the questions about disaster distributions.
    3. On the Did You Miss a Required Distribution From Any Retirement Accounts? page, choose the type of account you have.
    4. Continue through the questions about your RMD
    5. We can help you file a waiver if you have a reasonable cause. 
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