Thank you for the suggestion. However, I just checked and the IRA box is not checked. My husband has another small annual annuity payment with a distribution code of 7 and Turbo Tax handled that properly with no form 5329 completed. I just deleted the 1099R information and entered it again. Same thing - form 5329 was created with the exception code of 12. Do you have any other suggestions? After reading the IRS publication for form 5329, I feel that the form 5329 is not needed at all. How can Turbo Tax be corrected so I can e-file my taxes?
