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Retirement tax questions
Yes, TurboTax can walk you through the questions to fill out Form 5329 for you.
- Click on the "Search" on the top right and type “1099-R”
- Click on “Jump to 1099-R”
- 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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February 23, 2025
1:27 AM