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Retirement tax questions
@Vanessa A , there is no Form 1099-R because no distribution was made.
With no other reason for TurboTax to ask you about RMDs, it's almost impossible to get TurboTax to generate Form 5329 for a missed RMD from an inherited IRA. The simplest option would be to e-file your tax return without the Form 5329, then amend by mailing Form 1040-X and a Form 5329 prepared without TurboTax.
‎February 17, 2026
10:57 AM