I made an early withdrawal on my 401(k) in 2023 which produced a 1099-R. I uploaded this to TurboTax and answered all of the questions. I know that I am subject to the 10% tax penalty for an early distribution and I do not qualify for any exceptions, so a Form 5329 should have been attached to my tax return to reflect the penalty owed to the IRS. TurboTax did not add this form. How do I amend my tax return to get this added? TurboTax wont let me add Form 5329 outright. I tried to amend my return and double checked the questions that I answered about my 1099-R for the early distribution, but nothing seems to prompt TurboTax to produce a Form 5329 with my tax return. I have been on the phone with them for an hour trying to get this resolved and they will not let me upgrade to the version that allows me to talk to a tax expert (I used the file yourself version). Anyone else have this problem?
