To report your Form 1099-R distributions for your IRA(s), including the amount of the RMD, 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
- 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. Only the RMD amount, no extras
- On the next screen, "How much of this distribution applied to your December 31, 2025 RMD?", enter your RMD that you entered in the prior screen, 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), 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 above.
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
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