DianeW777
Employee Tax Expert

Retirement tax questions

If you are still having this experience you have one of two options.

  1. Print your return and mail it with your statement by selecting mail instead of e-file.
  2. How do I switch from TurboTax Online to TurboTax Desktop?
    • In this version you can change to Forms, scroll to Form 5329, Line 54a, click to add the statement. TurboTax will allow a statement to be added.

Please update here if you need additional assistance and we will help.

@slw4683 

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