If you are unable to make changes to correct your RMD amount on your inherited IRA, first try the following steps:
- 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 this case can also be 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)
If you are still not able to make the changes after following the above steps, delete both the original 1099-R entry and the Form 5329 that might have been generated by doing the following:
- 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 your Form 1099-R and also your Form 5329
- Next, re-enter your 1099-R following the above steps to properly report your RMD
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