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Retirement tax questions
A properly entered Form 1099-R with cod U in box 7 does not cause TurboTax to create an entry on Form 5329. If you are using the CD/download version of TurboTax, make sure that you are not making entries in forms mode. If all else fails, delete your Forms 1099-R, delete the Form 5329, then reenter the Forms 1099-R.
‎February 10, 2024
4:00 PM