To confirm you took your Required Minimum Distribution (RMD) used it to make a Qualified charitable distribution (QCD)? If yes, then please make sure you indicated in the follow-up questions that you received all of your RMD for 2023. Then TurboTax will not create Form 5329.
- Click on "Search" on the top right and type “1099-R”
- Click on “Jump to 1099-R”
- Click "Continue" and enter the information from your 1099-R
- On the "Your 1099-R Entries" screen click "Continue"
- Continue until "Tell us more about the retirement plan distribution" screen and select "I receive all the RMD for 2023" and click "Continue"
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