For 2021, the Form 5329 that you are mailing with a copy of the return will address the matter.
For 2022, you can include form 5329 when you e-file.
To fill out form 5329:
- Open your return and click on Search on the top of your screen.
- In the Search box, type form 5329 and click on the magnifying glass icon on the right
- Click on the link Jump to form 5329
- TurboTax will take you to a section where you can fill out form 5329, which will be included in your tax return.
See this tax tips article for more information on Form 5329 and when it's required.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
