Hi Dana B,
After entering all 1099-R for myself and for my spouse based on your inputs the Form 5329 for my wife is
generated as below. Am I doing something wrong.
Form 5329 for my wife
Part I Additional Tax on Early Distributions
1 Early distributions includible in income (see instructions). For Roth IRA distributions, see instructions . 1 2,106.
3 Amount subject to additional tax. Subtract line 2 from line 1 3 2,106.
4 Additional tax. Enter 10% (0.10) of line 3. Include this amount on Schedule 2 (Form 1040), line 8 . 4 211
Could you please guide me on this.
Thank you
Sri
