bkg1
Level 2

Retirement tax questions

A few follow up questions as I have the same situation - did return of excess 2020 contribution and 1099R will only be available Jan 2021. Per this thread it looks like I must submit a 1099-R myself.

 

1. Turbotax Premier Desktop is suggesting Form 4852, is that really needed?

2. Do I need to fill 5329 myself and where is that option?