dmertz
Level 15

Retirement tax questions

If it was present in your tax return, TurboTax would show a Form 5329 in the list as either Form 5329-T (for "Taxpayer") or Form 5329-S (for "Spouse").  The "T" and "S" are simply TurboTax's notations to identify the individual to whom the particular Form 5329 applies.