dmertz
Level 15

Retirement tax questions

No.  TurboTax does not support the preparation of Form 5500-EZ.  Contact your plan trustee for assistance with preparing the form.

It's a rather simple form.  The only area where you might really need assistance is in identifying the codes needed to be included in Part IV.  All of the other information should be  available in your plan documents and account statements.  Simply download the fillable form from the IRA website:

Form 5500-EZ:  https://www.irs.gov/pub/irs-pdf/f5500ez.pdf

Instructions:  https://www.irs.gov/pub/irs-pdf/i5500ez.pdf