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Lucy5
Level 2
Mar 29, 2025 5:43 PM UTC

5329 penalty for missing RMD

How do I enter information to avoid penalty when distribution was taken during corrective period 

    2 replies

    Terry53029Intuit Community Champion
    Intuit Community Champion
    Mar 29, 2025 8:04 PM UTC

    In Pro-Series there is a "Waiver of tax smart worksheet" near the bottom of form 5329

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