Get your taxes done using TurboTax

Can I file Form 5329 separately.  I have sent in my tax returns for 2023.

It is for a mistake of the MRD for the primary tax payer on a joint return

 

I believe this is form 5329T

 

I mistakenly did not take the full MRD by Dec 31, 1923 because I was dealing with serious illness.

I can get a number of physicians' confirmations.

can you waive the 10% penalty, given that I was seriously ill at the end of 2023.

When doing my 2023 return last week I noticed that  I needed to take an extra $ 35,000.00 .

EB