DanaB27
Expert Alumni

Retirement tax questions

Yes, TurboTax can walk you through the questions to fill out Form 5329 for you.

 

  1. Click on the "Search" on the top right and type “1099-R” 
  2. Click on “Jump to 1099-R”
  3. Continue through the questions until you get the "Did You Miss a Required Distribution From Any Retirement Accounts?" screen and select "An IRA,..."

TurboTax will walk you through the questions and fill out Form 5329 for you.  You can also request a waiver of the penalty during the interview if you have reasonable cause. Please see Relief for Reasonable Cause for additional information.

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