Retirement tax questions

If you are in forms mode, you are using the desktop version.

you will have the opportunity to enter your explanation for waiver and still e-File

Another taxpayer yesterday reported issues in this scenario, therfore ...

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Always print a copy of your completed tax return for your records, and review it carefully before e-Filing.
You will need it if you are audited by the IRS, to contact the IRS, or to amend if a TurboTax update changes your return or for any other reason,
SUCH AS, ....

To verify that Form 5329 is included

AND, to find your AGI next year.

 

@Tim140