Retirement tax questions

I believe this has to do with the program not  being fully functional yet especially in sections like the 1099-R where there were last minute changes ... what you describe is the form 5329 not working correctly and that form is not expected to be functional until at least 1/14  and since the IRS will not process returns until the end of January at best you have time to wait for the updates. 

 

 

Click on the REVIEW tab to see what it is and when it is estimated to be ready (when operational) ... 

 

IRS Forms Availability Table for TurboTax Individual (Personal) Tax Products

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State Forms Availability Table for TurboTax Individual (Personal) Tax Products