topic Form 5329-T; Part IX; Waiver of Tax Smart Worksheet; Waiver Explanation Statement: Can't get the statement to save. in Retirement tax questions

Form 5329-T; Part IX; Waiver of Tax Smart Worksheet; Waiver Explanation Statement: Can't get the statement to save.

user17702351396 — Wed, 04 Feb 2026 20:17:36 GMT

Hi,

I can't get the Waiver Explanation Statement to save on Form 5329-T, Part IX, Waiver of Tax Smart Worksheet.

All of the numbers are populating correctly, and I have the dollar amount for which I'm requesting a waiver in the field. Just can't get the Waiver Explanation Statement to save. The text line shows red font when I'm typing and, when I close it and reopen it, the shaded in red with no text.

Any recommendations on how to get it to save? Or is this a glitch in the software?

Thanks

Re: Form 5329-T; Part IX; Waiver of Tax Smart Worksheet; Waiver Explanation Statement: Can't get ...

DaveF1006 — Wed, 11 Feb 2026 23:00:05 GMT

Switch out of Forms Mode and go back to Step-by-Step.

Go to Federal > Wages & Income > Retirement Plans and Social Security.
Find your 1099-R entry (even if you don't have one for the missed RMD, you can use the "Other Tax Situations" > "Additional Tax on Qualified Plans" path).
Answer "Yes" to the question "Did you miss a Required Minimum Distribution?"
When it asks for the explanation in the big text box, type it there.
When you enter it in the interview, the data is saved and will show up in the Smart Worksheet in black text instead of red, which means there’s no error..

Re: Form 5329-T; Part IX; Waiver of Tax Smart Worksheet; Waiver Explanation Statement: Can't get ...

user17702351396 — Thu, 12 Feb 2026 10:10:48 GMT

Thank you for the advice. I followed the instructions to Other Tax Situations / Additional Tax..., but when clicking "Update," nothing happens. It does not advance to follow-on questions, it stays on the same page with no action.

Re: Form 5329-T; Part IX; Waiver of Tax Smart Worksheet; Waiver Explanation Statement: Can't get ...

DaveF1006 — Thu, 19 Feb 2026 17:42:32 GMT

This is a known defect in TurboTax and has been forwarded to the development team. They are working on this, but there is no news regarding when the issue will be resolved.