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Retirement tax questions
thank you!
I noticed that when I followed all of the steps, turbo tax generated form 5329-T. I don't see where this form was generated in 2021, did I do something incorrectly?
The only field that populated in 5329-T was 16. A - Traditional IRA Value Smart Worksheet regarding the value of traditional IRA on December 31, 2022. Include any contributions made after 12/31/2022 that were for 2022. Turbo Tax auto-populated this $0 - which is correct. My 2022 contribution was made in 2022. Just don't know if I answered a question incorrectly and it triggered this form. Thank you
March 20, 2023
5:20 PM