- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
401k rollover into IRA, TT asking to fill out Form 5329, line 7
TT won't let me e-file unless I fill out this entry. I did not contribute excess last year. I was laid off and needed to rollover my 401k (previous employer) into a traditional IRA (NOT Roth). The amount that I rolled over was more than 7k.. After Googling, I know excess limits for married filing jointly were 7k but that's all I could find. Do I just ignore this and mail it in since TT won't let me e-file without entering in 7k?
Topics:
‎February 19, 2025
4:38 AM