dmertz
Level 15

Retirement tax questions

I hear that less often these days, fewer people calling me Fred.

I've reported the bug.  It actually seems to be a bug in step-by-step mode.  It appears that spouses Form 5329 and explanation *will* be included in the filing if they are prepared in forms mode of the CD/download version of TurboTax.  You might consider contacting TurboTax customer service to see if they will push to you a copy of the CD/download version to be able to use forms mode as a workaround (if you are not already using the CD/download version).