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Retirement tax questions
Yes, you must include form 5329 when you e-file.
To fill out form 5329:
- Open your return and click on Search on the top of your screen.
- In the Search box, type form 5329 and click on the magnifying glass icon on the right
- Click on the link Jump to form 5329
- TurboTax will take you to a section where you can fill out form 5329, which will be included in your tax return.
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March 13, 2020
1:41 PM