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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.
- Enter the amount of the distribution that was received after the end of the year.
- Check the "yes" box that a corrective distribution was made.
- Check "Yes, I would like to fill out a waiver." The waiver request is Form 5329.
- Enter the amount for the extra tax and an explanation for the delay in receipt.
- You should see "Good News!" to confirm Form 5329 has been completed.
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‎April 23, 2025
12:44 PM