- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Get your taxes done using TurboTax
After you Delete Form 5329, close TurboTax, clear your Cache and Cookies, then return to where you left off.
If Form 5329 comes back, an entry in your return is triggering it.
You may need this form in three situations:
- Early distributions from a tax-favored account
- Excess contributions to a tax-favored account
- Failing to take required minimum distributions
Go back and review your 1099-R entries and the follow-up questions.
Here's more detailed info on Form 5329.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
‎April 11, 2024
5:58 PM