SamS1
Expert Alumni

Retirement tax questions

If it happens again, try just deleting the 5329 from your forms listing.  The Form 5329 is used to compute various IRA penalties.  If you get stuck in a situation, try just deleting the from from TurboTax.  Try reviewing your forms in TurboTax and deleting the form causing the problem. While in your return in TurboTax:

  • In the left hand column select "Tax Tools"
  • Select "Tools"
  • Select "Delete a form"
  • Review for "Form 5329"
  • Delete selected form then "Back"
  • Run your Federal review again.

That might help is you run into the problem again.