dmertz
Level 15

Retirement tax questions

Form 5329-T is TurboTax's designation for the Form 5329 for the person whose name is listed first on the tax return, the Taxpayer.  Form 5329-S is TurboTax's designation for the person whose name is listed second on the tax return, the Spouse.  Forms 5329 are individual forms, not joint forms, so there is a separate one for each individual on a joint return.  TurboTax automatically prepares and includes the corresponding Form 5329 for the individual that needs it.