In most cases, Form 5329 must be filed as part of an amended tax return for the year the distribution should have been made. However, if a tax return wasn't previously filed for that year, and there are no other changes to be made, the Form 5329 can be submitted on its own.
Your 2022, 2021, or 2020 federal Form 1040-X amended return may be eligible for electronic filing if the original return was successfully e-filed using TurboTax.
Click here for instructions for how to amend your tax return in TurboTax.
Click here for "How to file an amended return with TurboTax."
When you enter your changes into TurboTax it will flow through to your State Tax Return if applicable. Each state has its own form to amend a tax return. TurboTax will select the right state forms for you when you prepare your federal amended return and supply instructions for submitting it to your state.
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