My spouse and I both took early distributions from Roth IRA that went toward a first time home purchase. Turbotax automatically generated Form 5329 (T) for myself but did not automatically generate Form 5329 (S) for my spouse. Form 8606 was appropriately generated for both my spouse and me. Our Form 1099-R are nearly identical other than the dollar amounts, and specifically the distribution code is J on both 1099-R. The only difference I can think of in our retirement accounts is that I previously converted traditional IRA to Roth IRA (over 5 years ago) in addition to regular contributions. Any thoughts on whether I should manually generate Form 5329 for my spouse? Thank you!
