accessing form 5329 on online version without a 1099-$

[leigh_in_ct]

I performed a RMD for an inherited IRA in early 2026.  I did not receive form 1099-R because the withdrawal did not take place in 2025.  I need to enter form 5329 using the online version but can't find that option.  It appears that the form for entering the information is triggered by the entry on a 1099-R.

Is there a way to enter the information, or upload the form?

[ReneV4]

To generate a Form 5329 using TurboTax Online without having received Form 1099-R, 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. Use Distribution Code 7
5. Leave the IRA/SEP/SIMPLE box unchecked
6. Click Continue through the interview, answering through next screens
7. Select Qualified plan, then Continue
8. Select "None of the above" in the Do any of these situations apply to you? screen, then Continue
9. Select, "No, it's another type of qualified retirement plan", then Continue
10. 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
11. On the next screen, "How much of this distribution applied to your December 31, 2025 RMD?",
12. Select "None of the distribution applied...", Continue
13. Next, you will be asked, "Did you take out the remaining $ during the correction window?", Select, "No, I did not", Continue
14. Select No on the Annuity information screen, then Continue
15. When you reach, "Review your 1099-R summary", Continue (not the pencil)
16. When you reach, "Let's go over any required minimum distributions (RMD)”, Select the pencil
17. Next, you will see, "Did you miss taking the...RMD...?", Select "Yes", Continue
18. Enter the amount of the RMD when you reach, "Tell us the Total RMD...", Continue
19. Select "Yes", when asked, "Did you take a corrective distribution...?", Continue
20. "Do you want to request a waiver?", select, "Yes", since you met the correction day for the remainder, Continue