To clarify, after you get answer step 4 you will have to continue through the interview until you get back to the "Your 1099-R Entries" screen. Here you click "Continue" and then you continue until you see step 6.
You stated you updated TurboTax Desktop, correct?
Yes, you it would be ok to say that the entire distribution was RMD. When you took all of your RMD for 2024 then Form 5329 doesn't have to be filed. You can switch to Forms Mode and search for Form 5329 to see the Smart Worksheet on Form 5329 but it doesn't get sent to the IRS if you took all of your your RMD for 2024.
@Teacha214
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
