accessing form 5329 on online version without a 1099-$

leigh_in_ct — Fri, 10 Apr 2026 16:11:37 GMT

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?

Re: accessing form 5329 on online version without a 1099-$

ReneV4 — Sun, 12 Apr 2026 18:44:40 GMT

To generate a Form 5329 using TurboTax Online without having received Form 1099-R, do the following:

Go to Wages & Income and select, Retirement Plans and Social Security, 1099-R...
Select, IRA, 401(k), Pension Plan Withdrawals (1099-R), then Start
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
Use Distribution Code 7
Leave the IRA/SEP/SIMPLE box unchecked
Click Continue through the interview, answering through next screens
Select Qualified plan, then Continue
Select "None of the above" in the Do any of these situations apply to you? screen, then Continue
Select, "No, it's another type of qualified retirement plan", then Continue
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 "None of the distribution applied...", Continue
Next, you will be asked, "Did you take out the remaining $ during the correction window?", Select, "No, I did not", Continue
Select No on the Annuity information screen, then 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

topic accessing form 5329 on online version without a 1099-$ in Retirement tax questions

accessing form 5329 on online version without a 1099-$

Re: accessing form 5329 on online version without a 1099-$