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Get your taxes done using TurboTax
TurboTax will automatically prepare the 2023 Form 5329 as part of your tax return. There is no penalty to pay because the application as part of your 2023 contribution of all of the excess carried from 2022 has eliminated the excess. With the online version of TurboTax you won't be able to view the Form 5329 until you pay for TurboTax before actually filing, but you can detect the presence of Form 5329 by going to Tax Tools -> Tools -> Delete a form and viewing the list of forms present. Just don't click on any of the Delete links.
‎February 22, 2024
12:37 PM
1,495 Views