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Retirement tax questions
The unnecessary From 5329 will linger if you had previously made entries to request a waiver of an excess-accumulation penalty. You can simply delete the unneeded From 5329 to get rid of this form. This form will get regenerated automatically if your tax return still contains something that suggests that From 5329 is required to be included with your tax return. (If a regenerated Form 5329 shows an excess contribution to some sort of account, revisit that section in TurboTax to reenter your year-end balance for that type of account.)
‎February 21, 2025
9:41 AM