How do I add form 5329 to my 2019 taxes for an early withdrawal exemption

 
ColeenD3
Expert Alumni

Retirement tax questions

It is automatic if you choose the exception from within the interview. There are different exceptions for IRAs and pensions, but I will show you what a screen shot of the pension page looks like.

 

 

 

 

Retirement tax questions

@ColeenD3  you're not in the interview if you don't have a 1099-R.