SamS1
Expert Alumni

Retirement tax questions

The form 5329 is used to calculate penalties on items other the early withdrawal but if you are certain that is it, I would recommend deleting the 1099R and re-entering it.  If you import it previously, manually enter the 1099R this time and double check the boxes are correct.  Also, review the age in the My Info section to insure the correct birthdate is entered.