DianeW777
Expert Alumni

Get your taxes done using TurboTax

Yes. Include the Form 5329 with your e-filed return. Then you can create a statement and mail it with a copy Form 5329, just don't forget to sign it.  Or you could wait for them to request it,  However as indicated, it's just as simple to print and mail the tax return that includes the statement.

 

@odyinpdx

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