PatriciaV
Expert Alumni

Get your taxes done using TurboTax

Yes, enter this as if you received Form 1099-R. Be sure the name, address, and EIN of the plan administrator is correct. 

 

When you finish, continue to the question "Did you miss a required distribution from any retirement accounts?" Check the appropriate box.

  1. Enter the amount of the distribution that was received after the end of the year.
  2. Check the "yes" box that a corrective distribution was made.
  3. Check "Yes, I would like to fill out a waiver." The waiver request is Form 5329.
  4. Enter the amount for the extra tax and an explanation for the delay in receipt.
  5. You should see "Good News!" to confirm Form 5329 has been completed.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"