Retirement tax questions

To generate a Form 5329 without having received Form 1099-R, you can do the following:

1. Go to Wages & Income and select, Retirement Plans and Social Security, 1099-R...
2. Select, IRA, 401(k), Pension Plan Withdrawals (1099-R), then Start
3. Here, you will select Add a 1099-R, but will enter $0.00 in Box 1 and Box 2a since this is only to trigger the RMD interview, Continue
4. Click Continue through the interview, answering through next screens
5. When you reach Review your 1099-R Summary, click Continue
6. When you reach, "Let's get more information about your Required Minimum Distribution (RMD), enter the amount of your RMD that was due by December 31, 2025 Continue
7. On the next screen, "How much of this distribution applied to your December 31, 2025 RMD?",
8. Select "Some of the distribution applied...", Continue
9. Next, you will be asked, "Did you take out the remaining $ during the correction window?", Select, "Yes, I did", Continue
10. When you reach, "Review your 1099-R summary, Continue (not the pencil)
11. When you reach, "Let's go over any required minimum distributions (RMD), Select the pencil
12. Next, you will see, "Did you miss taking the...RMD...?", Select "Yes", Continue
13. Enter the amount of the RMD when you reach, "Tell us the Total RMD...", Continue
14. Select "Yes", when asked, "Did you take a corrective distribution...?", Continue
15. Do you want to request a waiver, select, "Yes", since you met the correction day for the remainder, Continue