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After you file
if you did not file 2023 yet there would be no reason to amend.
How do I pay the 6% penalty for 2023? Will Turbotax ask if I need to fill out a 5329 Form when I complete 2023's tax return this year?
You don't need a 1099-R for any of this.
You won't get a 1099-R until 2025.
I tried amending my 2023 tax return on the desktop TurboTax and there's a section asking for a 1099-R. How would I get the section on filling out a 5329 Form?
‎January 21, 2024
12:59 PM