dmertz
Level 15

Retirement tax questions

The waiver request is made on your 2018 Form 5329.  The distribution received in 2019 is reportable on your 2019 tax return, not on your 2018 tax return.

If you are using the CD/download version of TurboTax for your 2018 tax return (Form 1040, not Form 1040NR; TurboTax does not support filing Form 1040NR), you can view Form 5329 Part IX in forms mode or you can print the form or your entire tax return to a pdf file.

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