Retirement tax questions

When you log into your online account:

  • Click on Take Me to My Return if it does not automatically do so.
  • Then click on My Account and select Tools
  • Under Tools, select Topic Search
  • Type in Form 5329 and hit Go
  • The form should populate and allow you to fill it out for your return

*For more information on filing Form 5329, please consider the following link: https://ttlc.intuit.com/questions/3713262