You are correct that only the 1099-R's that you enter in the program will show on the 1099-R Summary. Therefore, if you received your total RMD, you should indicate that in the follow-up questions by adjusting the amount of RMD between the two distributions you did take for the total, or indicating that you took the total RMD from one account.
For example, if your total RMD is 50K, and you had one distribution of 35K and another of 25K, you could indicate the RMD for the first distribution is 35K (same amount as distribution) and the RMD for the second distribution as 15K (to total the 50K required), even if this is not correct for each account. You have taken your total RMD in 2024.
I would suggest that you delete your 1099-R's and re-enter them. This will make Form 5329 go away, as obviously you don't have a shortfall in meeting your RMD requirement. You could do this in FORMS mode if you like, but sometimes it's more meaningful to step through the questions in interview mode. You could delete the 1099-R Worksheets and Form 5329 in FORMS, then step through the interview to re-enter.
@Fiberglass72
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
