MarilynG1
Employee Tax Expert

Retirement tax questions

Don't enter your Explanation Statement directly on Form 5329.  Enter it in the interview and it will transfer to the 5329.  EDIT your RMD entry, continue through the questions, and enter your explanation.  The box allows an entry that scrolls out of the box area.  You'll get a screen verifying you completed your waiver request.

 

Flip into FORMS and your explanation statement will show up. 

 

@m1t20rw 

 

 

 

 

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