dmertz--- I have to apologize for the original question and you spending time on answering. Something you said made me go back and look at the Annuity 1099 Form. They had "D7" in the Distribution Code box. Because TT defaults to the numbers first--I typed "7" followed by the "D". Think this is what caused the Form 5329 to be generated. I had deleted the Form, then went back through the 1099 Form, putting in the "D" first. NO 5329 FORM GENERATED!! I would not have figured this out without your help. Anyone else run into this take note.
Thanks again.
