Retirement tax questions

I'm on desktop Deluxe.  When I opened, it then as usual proceeded to ask if I wanted updates.

I then made a copy of my tax file with a new version number in the name (my usual method - I usually end up with 4 or 5 versions so I can compare) and then corrected my 1099-R entries.

Note that the "Filing" version of the pdf does not have the Form 5329.

I saved a separate pdf with only that Form.