Hi Bob -- are you using TurboTax online? I am too, and as you can see, I had a similar question above. I think this same problem happens to people all the time, so it would be great if TurboTax had an option to help us in the online version! I may have found a workaround, though, at least for a Roth IRA. To trigger the Form 5329 to appear, I created a dummy 1099-R with the dollar values I expect to see on my 1099-R next year. I had to work with my financial advisor to get the right numbers to enter on Lines 1 and 2a. I also had to Google the right codes to put into the 1099-R on line 7. I used 8 and J, and that seemed to work. Hope this helps! Good luck!
