I called my broker and explained the situation. I had manually changed the distribution code (box 7) to 2 which is "Early distribution, exception applies (under age 59½)." Code 1 is "Early distribution, no known exception (in most cases, under age 59½)." I did this to see if TurboTax would treat it differently. It didn't ask the question if it was used for first time home purchase, but it did lower my taxes owed when I made the change. I assume it was the code change for box 7. My broker said they would revise the 1099-R for this change and send me the new 1099-R document. Will this be another way to submit correctly or do I still need to complete for 5329?
