@fanfareThank you for a very quick response! Unfortunately, you didn't address my questions. I feel fairly confident about the need for and how to file Form 5329. My questions have to do with --
-- confirmation of what is the process for filing Form 5329 in the Free File Program environment of TurboTax?
(I want to have my 2019 tax info available through TurboTax for when I file the 2020 return next year. I am reluctant to upgrade to the Deluxe version of TurboTax, especially if there is a way to file Form 5329 AND TurboTax Form 1040-SR together, manually.)
-- do I need to file Schedule 2 in conjunction with Form 5329?--> SOLVED by @dmertz
-- is there an error in the instructions of line 55 on Form 5329? --> SOLVED by @dmertz
Thanks again.
