If I use forms mod to fill out Form 5329 can I E-file my taxes and will the 5329 form be included.
From a previous post I read:
Unfortunately, there is a defect in the TurboTax interview that makes it impossible to fill out Form 5329 if you did not receive any 1099-R for 2024. The only way to fill it out is in forms mode, which is only available in the desktop TurboTax software, not in TurboTax Online. That means you will have to use the desktop software to file your 2024 tax return.
If I use forms mod to fill out Form 5329 can I E-file my taxes and will the 5329 form be included. Since I withdrew my excess accumulation for 2023 do I need to prove that to the IRS by including a copy of the check I received?
If so, should I manually file my 1040 & 5329 including a copy of the check?
