No, you do not need to create a 1099-R if you didn't get one. Here is how to add Form 5329 to your 2022 tax return in TurboTax Desktop without a 1099-R:
- Click on Forms mode in the upper right corner.
- Click Open form on the left side near the top.
- Type in 5329.
- Choose 5329-T for the taxpayer (first person listed on your tax return), or 5329-S (for spouse - 2nd person on tax return).
- Click Open form in the lower right hand corner of the pop up box.
- Scroll down to Part IX line 52 and enter the RMD amount that should have been taken.
- On line 53 enter the amount of the RMD that was actually taken (zero if it was missed).
- Then in the box right under line 53 "Waiver of Tax Smart Worksheet" enter the same amount as line 52 (the RMD amount).
- Then click the "Explanation" button and enter the reason for missing the RMD and your statement requesting a waiver.
Since you will receive the RMD in 2023, the taxes withheld will apply to your 2023 tax, not the return you are currently filing.
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