I would also note that the IRS instructions state that the amount of the waiver being requested in the white space on line 55 should be contained in parenthesis - which normally indicates a negative value, and which TurboTax does not and will not do. They also seem to indicate that if one qualifies and is requesting a waiver, they should nevertheless indicate eligibility for the 10% rate via the check-box on line 55, calculate the tax, and include payment - which hopefully would be kicked back if the waiver was ultimately granted. From my case it is clear that either the system or the reviewer expected some positive value of tax to be transferred from my 5329 to my 1040 shcedule 2.
That all being explained, I welcome any additional comments on my case.
