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Why do I have to upgrade to deluxe because form 5329? I don't owe any taxes, I am a student with under 14,000 in income.
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July 6, 2020
3:01 PM
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Retirement tax questions
Form 5329 is Additional taxes on Qualified Plans (including IRAs) and Other Tax-Favored Accounts. Seems unlikely, but perhaps you took some kind of early distribution from a retirement plan?
July 6, 2020
3:47 PM
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Retirement tax questions
There are nine different reasons that your tax return might require Form 5329, all of which require upgrading from the Free Edition.
July 6, 2020
4:18 PM