Thank you. This worked for the Taxpayer account but NOT for the Spouse account. There is no 5329-S
Concerning your step #5: "After entering all Form 1099-Rs click "Continue""
There is no 1099-R from one TIRA Payer since no withdrawal was made from that account. The rmd for that account was taken from a different TIRA Payer.
When I look at "Forms" there is a 5329-T for my multiple TIRA's but there is no 5329-S. In the Topic List I can find and open that form. The SmartWorksheet appears to be correct for both of us and there are no errors.
I also failed to mention that both of us took excess rmd, entered on "some of this..." page of rmd and paid the tax and transferred that amount to Roth's. Those numbers on the Additional Distribution section of the 1099-R (B4 & B6) appear correct.
