@rsteves wrote:
Thank you for your helpful reply. Perhaps my best option is to file my 1040 along with 5329 by mail so that I can attach a letter of explanation. If anyone else has other suggestions, I would appreciate it hearing it.
Check first to see if Turbotax allows you to enter an explanation, it does sometimes. (This issue is that if the program does not allow an explanation in a given situation, you can't add one. But this is a common situation so it might allow it.)
@Critter-3 what do you think about the 5329?
