leslieannebarton
Returning Member

Retirement tax questions

I have a 5329-T worksheet that says I brought money over from a 5329 2018 worksheet.  I got back into my 2018 tax return and I don't have a 5329 form created.  So how turbo tax pulled that information, I have no idea.  My thought is I should delete the  Additional taxes on Qualified plans form 5329 then redo the 1099-R for the IRA to Roth Conversion.  No entries  are filled out in the 8606 form for 2019 also this form was not created in in my 2018 taxes.