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posted Feb 21, 2026 6:12:57 PM

1099-R Entry issue

I have two 1099-R's from the same payer. On TurboTax Desktop I have filed out the information required for both and they show as two separate forms.  Together, they make up the RMD total. There is a Form 5329-Tthat shows the RMD being double. Somehow this form doesn't reconcile the two partial distributions as one and shows the correct RMD under distributed and then.. an equal amount as  undistributed. How do I delete this undistributed amount? 

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1 Replies
Employee Tax Expert
Feb 22, 2026 2:27:34 PM

To designate the RMD amount from your two Form 1099-Rs, and delete the Form 5329, do the following:

 

  1. 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
  2. Click on the pencil to the right of the first 1099-R
  3. Click Continue through the entries you've made
  4. "Let's get more information about your Required Minimum Distribution (RMD), enter the amount of your distribution as your RMD that was due by December 31, 2025, Continue
  5. On the next screen, "How much of this distribution applied to your December 31, 2025 RMD?", select "The entire distribution applied...", Continue
  6. When you reach, "Review your 1099-R summary, Continue (not the pencil)
  7. When you reach, "Let's go over any required minimum distributions (RMD), Continue (not the pencil)
  8. Do this for both of your Form 1099-Rs

 

Next, you can delete your Form 5329 by doing the following:

 

  1. Go to Tax Tools on the right hand panel inside of TurboTax
  2. Click on the down arrow and scroll down to Tools
  3. Click on Tools and select Delete a form from the menu items that appear in the Tool Center
  4. Click on the trash can icon to the right of Form 5329