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Retirement tax questions
Thank you @dmertz ; @Vanessa A that is correct that no 1099R is generated so there's no way for me to generate the form 5329.
I appreciate the advice to e-file my tax return without the Form 5329, then amend by mailing Form 1040-X and a Form 5329 prepared separately.
Do you think that's a preferable option compared to filing my taxes by mail with a Form 5329 appended? I plan to request the waiver, so there's not an immediate implication to my taxes owed for this year as I understand it.
‎February 18, 2026
10:37 AM