I will make this suggestion...if line 4 on your 5329 is zero or blank, then you should be able to e-file even though you have that 5329, because although the exception seems unnecessary, it doesn't add any tax to your return.
Usually taxpayers don't want the 5329 added because it forces them to upgrade the product so costs more, but it seems to me that you already have the CD/download product, so that doesn't matter to you.
Since it looks like you can see the 5329, are there any other entries on this form besides in Part I?
Or you can send us a sanitized version of your return so we can look at it.
Can you do me a favor? Can you send me a "token"? A token is a database index that points to a sanitized version of your return (i.e., TurboTax has removed all personal references in the return before putting it in our secure database). Here are the instructions:
TurboTax Online:
Click Tax Tools in the menu to the left.
Click Tools, and then
Click Share my file with Agent.
A pop-up message will appear. Click OK to send the sanitized diagnostic copy to us.
Provide the token number that is generated onto this thread.
TurboTax Desktop:
Select Online menu if the customer is using Windows. Select “Help” if using a Mac.
Select Send Tax File to Agent.
A pop-up message will appear, and the customer will select, Send. If using Mac "Send Tax File to TurboTax Agent"
Note: Desktop will save a file to your computer unless you uncheck the box.
Another message will appear. Provide the token number that is generated onto this thread.
At the bottom of your reply (with the token) add "@" "BillM223" (without the space in between and without the double quotes) so I will be notified.
This will let us see what is happening on your return. Thanks.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
