cjr-tlc
Returning Member

Retirement tax questions

Thank you for your response.  Yes, I already took RMD and will be filing form 5329.  I just wonder if TurboTax will work this time around since last year I reported a 1099R but not this year.  How does TurboTax handles the missing RMD (or the lack of providing a 1099R for this year).  I want to make sure all info for 1040 is correct.