Get your taxes done using TurboTax

Just to add to the comments. In my case the RMD wasn’t made in 2022 so there wasn’t anything to report. A lot of the posts I read say you have to enter a 1099-R in order to get to the 5329. I opened the 1099-R that rolled over from the prior year and entered $0 in the gross distribution and taxable amount boxes. This allowed me to continue through the screens. As others mentioned, when you get to the screen that shows your 1099-R’s you click continue and click the box that says “I did not receive all the RMD for 2022”. At that point TT allows you to enter the amount that was required, the amount you actually received, the amount of the RMD you want the extra tax to be waived and an explanation. It completes the 5329 correctly and adds the statement attachment, both of which will be part of your efiling.