You should not enter anything if you did not received a 1099R. If you have 1099Rs in your forms from 2019 entries, then delete them for 2020. If you are getting a penalty on the 5329, then delete the form. Try reviewing your forms in TurboTax and deleting the unnecessary forms. While in your return in TurboTax:
- In the left hand column select "Tax Tools"
- Select "Tools"
- Select "Delete a form"
- Review for form 5329 or 1099R
- Delete selected form then "Back"
- Run your Federal review again.
Do not enter a form or amount you did not receive. If you are not seeing the RMD screens and you entered a 1099R, try changing our age to in My Info to 72, delete the 1099R, then re-enter the form.
