Hello Julie and others.
I experienced this mistake in 2022 as I am discovering now January 2023 (Inherited IRA from 2006 - no previous years issues until Financial planner "forgot" n 2022). Working now on addressing the fix.
Good explanations in forum and the answer below is "what I want to hear" (prefer to efile), but saw some conflicting info from a CHAMP (level 15), macuser_22 for a similar question/issue with a users 2019 return.
Macuser_22 notes: "The 2019 5329 must be attached to your printed and mailed 2019 tax return and cannot be e-filed."
So can I get some updated clarification. I will proceed with filling out the form, but in case TurboTax doesn't direct me when I get to that point, can I e-file or not?
Since Julie is "employee", I'm attempted to go with her answer, absent any input, but would appreciate some confirmation if available.
Thanks in advance!
