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Level 5
February 25, 2023
Question

Re: Missed RMD - 12 years

  • February 25, 2023
  • 2 replies
  • 10 views

How do you file a 5329 for a Trust in Lacerte? I don't see an input screen.

    This topic has been closed for replies.

    2 replies

    IRonMaN
    Level 15
    February 26, 2023

    Is there such a thing on a 1041?

    Slava Ukraini!
    BobKamman
    Level 15
    February 26, 2023

    See page 34 of the Form 1041 instructions for 2022 returns.  But I would file a standalone Form 5329 (that's why it has a place for address, and signature) and attach an explanation of why the penalty should be waived.