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Get your taxes done using TurboTax
To designate the RMD amount from your two Form 1099-Rs, and delete the Form 5329, do the following:
- Return to your 1099-R entries by clicking Review to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R) in the Federal Wages & Income
- Click on the pencil to the right of the first 1099-R
- Click Continue through the entries you've made
- "Let's get more information about your Required Minimum Distribution (RMD), enter the amount of your distribution as your RMD that was due by December 31, 2025, Continue
- On the next screen, "How much of this distribution applied to your December 31, 2025 RMD?", select "The entire distribution applied...", Continue
- When you reach, "Review your 1099-R summary, Continue (not the pencil)
- When you reach, "Let's go over any required minimum distributions (RMD), Continue (not the pencil)
- Do this for both of your Form 1099-Rs
Next, you can delete your Form 5329 by doing the following:
- Go to Tax Tools on the right hand panel inside of TurboTax
- Click on the down arrow and scroll down to Tools
- Click on Tools and select Delete a form from the menu items that appear in the Tool Center
- Click on the trash can icon to the right of Form 5329
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4 hours ago