The instructions that DoninGA gave you are for amending a tax return that you filed yourself with TurboTax. If a tax preparer filed your tax return for you, you...
No, you don't need the 1099-R. You report an RMD as income in the year that you actually receive it, even if it's the RMD for an earlier year. On your 2025 tax ...
Form 5329 has to be filed with your tax return for the year that you should have taken the RMD. File an amended return for 2024 to add Form 5329 to your 2024 ta...