Marilyn G1,
In my case the distribution is taxable, but the program is capturing it correctly! It is calculating the taxable portion of the gain and reporting it on form 5329, and carrying it forward to Schedule 1- “Additional Income and Adjustments to Income”. It is also picking up the 10% additional penalty on Schedule 2- “Additional Taxes” and adding that to tax due on line 15 of form 1040. So all is correct but for some reason the program will not allow me to e-file the return. Why?
