rtpreston
New Member

Turbo Tax is requiring me to upgrade to the "deluxe" version because of a Form 5329 that I do not need to fill out and will not let me delete it in the tax tools delete.

TurboTax cannot understand that a 2000 dollar contribution is >6500$ and insists I have excess contributions and need to fill out a form 5329. The tax tools delete section will not let me delete the form even after it says "form deleted successfully" it just remains afterwards and still attempts to force me to file a form 5329 which just so happens to require TurboTax Deluxe to file.