Retirement tax questions

Thanks for the advice.

 

I do have all the previous years' 5329 form. It is easy to fill it up manually.  I believe IRS still need me to file the 1040X for those years I guess.  That's why I have to use Turbo Tax software.  (My daughter is filed tax with my wife and I. She is a dependent.)  I just frustrated that Turbo tax won't let me enter her Roth IRA info (at least I couldn't find a way to do that.)