User1997060
Returning Member

Retirement tax questions

I had no 5329 in 2018, becuase like I said, I removed the excess before filing my taxes. (I did handle the associated NIA separately, but that's a different discussion).

 

But when TurboTax is creating my 2019 return, it's creating a 5329 with $1200 excess on lines 18, 22, and 24.

 

I already entered $0 for 2018 excess just like you said, but it's still creating a 5329 for my 2019 taxes and showing $1200 lines 18, 22, and 24, as I said above.