Since you have TurboTax Desktop, you are able to click on Open Form at the top left to generate the form automatically, by following these steps:
- Go to Open Form at the top left corner of your TurboTax screen and type 5329
- Select Form 5329-T (or 5329-S, if applicable)
- On Form 5329-T, scroll down to Line 52a and input the $_ that was your RMD
- On Line 53a, input zero (0) for the amount of the RMD you took
- Input the $_ in Box A found just below Line 53b
- Click Explain just below the $_
- Write: "I mistakenly assumed my financial institution was automating my RMD. Upon discovering the error in 2026, I immediately withdrew the full RMD amount of $_. I have now confirmed the automatic withdrawal is set up and have also added a reminder so that this does not happen again."
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