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Retirement tax questions
Did Cynthia receive any Forms 1099-R? If so, when entering them make sure that you've indicated to TurboTax that they are Cynthia's, not yours.
If Cynthia did not receive any Form 1099-R, it's difficult to get TurboTax to prepare a Form 5329 for her.
If Cynthia did not receive any Form 1099-R, it's difficult to get TurboTax to prepare a Form 5329 for her.
‎June 5, 2019
11:47 PM