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Get your taxes done using TurboTax
It depends. You can file Form 5329 individually, separately from your tax return as it is a signature form. If you are using the TurboTax Desktop version you can add the form by following the steps below.
- Open your TurboTax return
- Select 'Forms' at the top right
- Select 'Open Form' in the top left corner
- Type 5329 then carefully select 5329-T for taxpayer or 5329-S for Spouse
- Complete the form to request your waiver.
- How do I switch from TurboTax Online to TurboTax CD/Download?
Since you do not have a Form 1099-R for 2022, then TurboTax Online will not allow the 5329 form to populate in your file.
Be sure to sign the form if you file it separately from your tax return.
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March 20, 2023
10:06 AM