MaxA1
Employee Tax Expert

Retirement tax questions

Form 5329 doesn't have a direct screen in TurboTax.  In order to make corrections on Form 5329, you will need to go into the 1099-R that is prompting Form 5329 and go through the questions again.  TurboTax will ask you questions that it'll use to produce Form 5329.  Make sure you answer those questions in a manner that will give you the result that you are looking for.

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