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Retirement tax questions
I am in the same situation. I understand what I must do to fix the problem, but I don't know how to enter this information in TurboTax (TT) desktop edition. How do I get TT to generate Form 5329. I also need to complete Schedule 2 and make an entry on line 8. I can not find a way to do this while going through the TT prompts. Does anyone know how to do this?
Thanks - Dan
‎February 27, 2026
6:01 AM