ReneV4
Employee Tax Expert

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:

 

  1. 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
  2. Click on the pencil to the right of the first 1099-R
  3. Click Continue through the entries you've made
  4. "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, 2025Continue
  5. On the next screen, "How much of this distribution applied to your December 31, 2025 RMD?", select "The entire distribution applied...", Continue
  6. When you reach, "Review your 1099-R summaryContinue (not the pencil)
  7. When you reach, "Let's go over any required minimum distributions (RMD), Continue (not the pencil)
  8. Do this for both of your Form 1099-Rs

 

Next, you can delete your Form 5329 by doing the following:

 

  1. Go to Tax Tools on the right hand panel inside of TurboTax
  2. Click on the down arrow and scroll down to Tools
  3. Click on Tools and select Delete a form from the menu items that appear in the Tool Center
  4. Click on the trash can icon to the right of Form 5329
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"