MarilynG1
Expert Alumni

Retirement tax questions

If you're Amending a Prior Year Return and using TurboTax Desktop, go to FORMS at the upper right to access Form 5329, under 'Forms in My Return'. 

 

For your 2022 return, you will also need to use TurboTax Desktop to have direct access to Forms.  Here's How to Transfer from TurboTax Online to TurboTax Desktop

 

@glossingers 

 

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