dmertz
Level 15

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.