Skip to main content
February 15, 2025
Question

RMD not paid in correct tax year -- requesting waiver

  • February 15, 2025
  • 1 reply
  • 0 views

I've completed form 5329-T, which appears to be a worksheet.  The info does not transfer to an IRS version of 5329 which should be in TurboTax.  When I preview the file that would be transmitted to e-file, Form 5329 is not included, however the required explanation is included.

Any plans to remedy this?

    1 reply

    DawnC
    Employee
    February 15, 2025

    Yes, we are working on that section of TurboTax.   You can sign up to receive notifications on the progress in the link below.

     

    Why is my RMD distribution showing an error?

    **Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"