I have not yet files for 2021. I am over 60 and received the contribution and earnings back last month. There should be no penalties or interest due. I am confused as to whether I need to file form 5329 at all.
I have been getting conflicting answers depending on who answer posts. I had a previous post discussing if I needed one for my wife or just myself. TurboTax only had one for me included in the return. The answer was that I needed one for myself. It was included in the TurboTax Print Center so I believed this was accurate.
Now, after the last update, Form 5329 is no longer present in the Print Center.
I wonder if this was actually my doing. Maybe the form was removed after saving and reopening the return and not related to the software update? When I asked for help last week creating the 1099-R I was told to use codes P and J. However, I don't believe code J is appropriate since I did not take "early distributions" for the Roth. Since that first discussion I removed code J because that ended up creating a 10% penalty on the earnings which is not required in my case as I am over 60.
