Hi all,
I was happy with my return and decided to e-file today (2/26). When I opened TurboTax it needed an update which I installed. When I went to the Print Center to review the forms one final time I noticed that Form 5329 is no longer there. In January I had to request that my 2021 Roth contributions be returned (earned too much). I had previously manually created the 1099-R since the refund was in January 2022.
The income tax due still looks right, but are we not supposed to file Form 5329 (part 4 for Roth)? Looking at the form it is now blank where previously it had the contribution and returned amounts listed in it.
