mahoosuc
New Member

Form 5329 (Ineligible Roth)

Hi, I believe I need to fill out form 5329 on my 2023 taxes to pay the penalty for an ineligible Roth contribution I made in 2022 and still had in my account at the end of 2023 (long story, but I recharacterized the contribution instead of converting it to Roth). However, Turbotax is not sending me to that form when I do my taxes. Is there a way to insist it gives me the form, or another work-around? Or perhaps there is something I am missing.

 

Thanks!