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After you file
It depends. If you did not have the 1099-R for 2024, then TurboTax would not realize Form 5329 should be added to your tax file. You would have had to add the Form 5329 to your tax file manually. Use the link below to show you how to add a form in TurboTax Desktop:
The good news is that you can still add this to your tax return and it is a 'stand alone' form. Simply add it to your return, print that form, sign it and mail it to the IRS by itself.
- Instructions Form 5329: Be sure to include your address on page 1 of the form and your signature and the date on page 2 of the form.
- IRS Mailing Address
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‎February 17, 2025
5:53 AM