I did not qualify for any of the exceptions. The software did not produce the Form 5329. It did ask if I rolled over or converted any of this money, I marked that as 'no'. I assumed these were talking about converting it to roth or rolling over to a different retirement plan. That is the only question they asked that I was not 100% sure about. Either way, it did not produce a Form 5329. My distribution code is 1B if that helps.
