Hi dmertz,
Thank you for working with me on this.
You hit on something in your trying to duplicate the issue. Form 5329-T is only populated if the age of the filer is over 59 1/2 years old. I experimented using the same age that you did (33), and only one 1099-R just as you did, and Form 5329-T was not populated.
I then changed the birth date to 07/10/1963 and during the questions after inputting the 1099-R I was asked if I received the distribution after turning 59 1/2 years old. If I select NO, Form 5329-T is NOT populated. If I select YES, Form 5329-T is populated. Alos if you change the birth date to the year of 1962 or earlier, you are not asked the question about if you received the distribution after age 59 1/2 because you would not have turned 59 1/2 during that year, and Form 5329-T is always populated when box 7 is a U on the 1099-R.
Another note to mention, the 1099-R must be updated AFTER you change the birth date, as Form 5329-T will not be generated just by changing the birth date. Also once Form 5329-T has been generated it will remain even after you make changes to either the 1099-R or the birth date. In that case you will have to delete Form 5329-T and make your changes to see if it is generated due to your changes.
Hopefully you will be able to duplicate this and get the issue resolved.
Once again thank you for your help!
