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Retirement tax questions
You don't have anything entered into your tax return to trigger the 5329. You have forms mode.
- In forms mode, go to the top of the list and you will see OPEN form and ERRORS.
- Click on open form.
- Wait patiently, May need to click it again and wait
- search box opens up
- Type in 5329 pause,
- the federal will dropdown and show 5329-T, Taxpayer an 5329-S for Spouse.
- Click open form
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March 13, 2020
5:33 PM