dmertz
Level 15

Get your taxes done using TurboTax

It's interesting that I've only seen this bug mentioned with regard to 2023 TurboTax (several times) despite the bug having been introduced in 2012 TurboTax 11 years ago.  (I researched this yesterday.)

 

This bug exists only in step-by-step mode of the CD/download version of TurboTax, so after completing the entry of the Code-U Form 1099-R you can simply delete the extraneous Form 5329.  The code-12 entry on line 2 of Form 5329 will only reappear if you edit the Form 1099-R.

 

This bug only presents itself if the individual who received the distribution was over age 59½ during the tax year as indicated by the birthdate entered in Personal Info.

 

@CatinaT1 , please report this bug.