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Get your taxes done using TurboTax
The rollover amount appears on Line 2 in Part I and it has an exception code of "12" inserted on that line. I have no idea why that code was inserted and I am certain I did not input it. The form does not a T in the name, just 5329.
I think I may have found my problem though. In the Step by Step sequence for the related 1099s it asks did you move the money to another retirement account or did you do something else with the money. I checked something else but maybe it should have been the other answer.
March 8, 2024
1:00 PM