MinhT1
Expert Alumni

Retirement tax questions

Yes, you must include form 5329 when you e-file.

 

To fill out form 5329:

 

  1. Open your return and click on Search on the top of your screen.
  2. In the Search box, type form 5329 and click on the magnifying glass icon on the right
  3. Click on the link Jump to form 5329
  4. 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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