AmyC
Expert Alumni

Retirement tax questions

You don't have anything entered into your tax return to trigger the 5329. You have forms mode.

  1. In forms mode, go to the top of the list and you will see OPEN form and ERRORS.
  2. Click on open form. 
  3. Wait patiently, May need to click it again and wait
  4. search box opens up
  5. Type in 5329 pause,
  6. the federal will dropdown and show 5329-T, Taxpayer an 5329-S for Spouse.
  7. Click open form

@dmurphy

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