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First Time Homebuyer Form 5329
I purchased my first home last year and did the "hardship" withdrawal from my 401k per my company's instructions. I had taxes kept from the deposited funds, but when I input the information from the 1099-R, there isn't a place for "first time home buyer withdrawal". I searched the FAQs and found that the 5329 should populate as long as the SEP box was checked, but mine was not. Am I able to just search the form and fill it out if that box was not checked so I can get the penalty waived on that first 10k?
‎February 3, 2025
12:05 PM