To report your Form 1099-R distribution for your inherited IRA, which includes the amount of the RMD, do the following:
Return to your 1099-R entry by clicking Review to the right of IRA, 40...
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To report your Form 1099-R distribution for your inherited IRA, which includes the amount of the RMD, do the following:
Return to your 1099-R entry by clicking Review to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R) in the Federal Wages & Income
Click on the pencil to the right of the 1099-R
Click Continue through the entries you've made
Ensure you selected, I inherited this IRA, Continue
Enter the information about from whom it was inherited, Continue
Answer the, "Did you have nondeductible contributions for this IRA?", typically "No", Continue
Year when the person from whom you inherited IRA was born, Continue
Next, "Let's get more information about your RMD", enter the distribution amount (which in your case is also the RMD), Continue
Next, select, The entire distribution applied to the December 31, 2025 RMD, Continue
Next, in the Review your 1099-R summary, Continue (not the pencil)
Continue answering the questions
Next, when you see "Let's go over any required minimum distributions (RMD), select Continue (not the pencil)
Follow the above steps for each of your Form 1099-R entries (if applicable).
If you still receive alerts about RMDs, be sure each number is exact for each box. It's a good idea to carefully review, especially if imported.
If after doing the above steps, you receive alerts, you may go in and remove the Form 5329 (if one was generated), since you know it is all correct.
To delete Form 5329:
Go to Tax Tools on the right hand panel inside of TurboTax
Click on the down arrow and scroll down to Tools
Click on Tools and select Delete a form from the menu items that appear in the Tool Center
Click on the trash can icon to the right of Form 5329