To go back to correct the RMD total in TurboTax, you will not need to return to Form 5329. Instead, do the following:
- Return to your 1099-R entries 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 (Using rounded figures for the distribution amount, no cents), Continue, answering through next screens
- 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
- On the next screen, "How much of this distribution applied to your December 31, 2025 RMD?",
- Select "Some of the distribution applied...", Continue
- Next, you will be asked, "Did you take out the remaining $ during the correction window?", Select, "Yes, I did", Continue
- When you reach, "Review your 1099-R summary, Continue (not the pencil)
- When you reach, "Let's go over any required minimum distributions (RMD), Select the pencil
- Next, you will see, "Did you miss taking the...RMD...?", Select "Yes", Continue
- Enter the amount of the RMD when you reach, "Tell us the Total RMD...", Continue
- Select "Yes", when asked, "Did you take a corrective distribution...?", Continue
- Do you want to request a waiver, select, "Yes", since you met the correction day for the remainder, Continue
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