Form 5329 will be automatically generated based upon how you replied to the questions when entering your 1099-R form. To make the entries, log back into your TurboTax program. Proceed to the 1099-R income section. On the "Your 1099-R summary" page, select Done on the lower right. Proceed through the screens and answer the questions as prompted. When you reach the screen that says "Let's go over any required minimum distributions (RMD)", select the pencil icon to the right of the applicable 1099-R form in this area to reach the penalty exception request. On the screen titled "Let's check if you missed any required distributions", select yes. Proceed to answer the questions on the screens as prompted. When you get to the screen titled "Did you take a corrective distribution for your IRA?", select yes or no as applicable. You will then see the screen titled "Do you want to request a waiver to reduce the penalty?". Be sure to select Yes, I would like to fill out a waiver statement. Proceed as prompted. Form 5329 will be generated based upon your entries. What is Form 5329: Additional Taxes on Qualified Retirement Plans?

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teccles90

Level 1

Question

I had to amend my taxes for a 1099-R form but I also need to submit a 5329 exception form. But I am at the point to submit amendment but how to get the 5329 form?

Forum|Forum|1 month ago
May 20, 2026
1 reply
52 views

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TurboTax Online

JotikaT2

Employee Tax Expert

Form 5329 will be automatically generated based upon how you replied to the questions when entering your 1099-R form.

To make the entries, log back into your TurboTax program.

Proceed to the 1099-R income section. On the "Your 1099-R summary" page, select Done on the lower right.
Proceed through the screens and answer the questions as prompted.
When you reach the screen that says "Let's go over any required minimum distributions (RMD)", select the pencil icon to the right of the applicable 1099-R form in this area to reach the penalty exception request.
On the screen titled "Let's check if you missed any required distributions", select yes.
Proceed to answer the questions on the screens as prompted.
When you get to the screen titled "Did you take a corrective distribution for your IRA?", select yes or no as applicable.
You will then see the screen titled "Do you want to request a waiver to reduce the penalty?". Be sure to select Yes, I would like to fill out a waiver statement.
Proceed as prompted. Form 5329 will be generated based upon your entries.