19tlubb
New Member

forcing upgrade and form 5329?

Turbo tax is forcing me to upgrade and create a form 5329. I am a full time med student living on student loans. I do not have a retirement account. I took a distribution from my 529 account in the exact amount of the cost of the required items I needed for school. That is all. Why is it doing this and how do I get around it. I'm not paying to file when I owe $0. Do I really even need to file since I had no income?