MarilynG1
Expert Alumni

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. 

 

 

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