@MinhT1
FYI above steps to create the 1099 R myself do no work in turbo tax premier. It instead gives me the question on whether I withdrew the funds before due date and I am able to enter the total amount which removes the 6% penalty. The 1099 R will be included in my 2025 tax year taxes since my brokerage house will be sending me the 1099 R in 2026.
