Thanks so much, ReneV4, for these steps. I've done the deletions you suggest. I've re-created the 1099-R, entered 10000.00 in Boxes 1 and 2, completed the other relevant boxes as before.
Then, at the "How much of this distribution applied to your December 31, 2025 RMD?", I select "Some of this distribution applied to the December 31, 2025 RMD, enter 10000.00, then it turns red and says "RMD amount shouldn't be greater than the total distribution." and I cannot proceed or go back.
But - if I select "The entire distribution applied to the December 31, 2025 RMD", the error clears and I can Continue.
Ain't that weird! The tax due seems to calculate to what we'd expect, and in the Forms view, I don't see that a Form 5329 has been created.
Is this perhaps some odd kind of rounding error between the amounts in the two boxes, or something else?
And is selecting "The entire distribution..." an appropriate solution?
Thanks
