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Form 5329 without a 1099-R in online version
I made the mistake of contributing too much to a Roth IRA for several years. I decided to absorb the excess by contributing less than allowed rather than recharacterize and convert. For 2023 I absorbed the last bit of my excess from the past years. I need to file Form 5329, as well as the reasoning form, to show the excess contribution as well as calculate what I owe. I can not find the form anywhere in the online version even after searching for it.
Is the form only available in the desktop version? I have no issue printing and mailing the physical form, but is it not available in the online version?
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‎February 21, 2024
1:49 PM