How/where do I find form 5329-t?

Forum|Forum|6 years ago
February 7, 2020
2 replies
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TurboTax Deluxe Online

Best answer by klehnhardt

Form 5329-T is the From 5329 for the taxpayer on the return. The form reports Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts. It is automatically generated when you become liable for the taxes due.

To access the form to enter information you would

Select Federal Taxes.
Select Other Tax Situations.
Scroll down the Other Tax Situations screen until you see the "Additional Tax Payments" group.
Select the tax return you are looking for
Follow the prompts.

klehnhardtAnswer

Level 10

To access the form to enter information you would

Select Federal Taxes.
Select Other Tax Situations.
Scroll down the Other Tax Situations screen until you see the "Additional Tax Payments" group.
Select the tax return you are looking for
Follow the prompts.

evinsel

Level 2

I just tried this and there was no form in the location mentioned.....WHERE CAN WE FIND THE 5329 FORM?!?!??!!

JamesG1

Level 15

Form 5329-T refers to Federal form 5329 for the Taxpayer.

Down the left side of the screen, click on Federal.

Across the top of the screen, click on Other tax situations.

Scroll down to Additional Tax Payments.

Click on Start / Revisit on Extra tax on Extra tax on early retirement withdrawals.

The most common use of form 5329 is to waive exceptions to the 10% penalty for early withdrawal of a pension distribution.

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CookieRaider

Level 2

I never received form 5329-T just 1095-C and 5498-SA but it keeps asking for "the value of your hsa on December 31st 2021". Does it mean collectively or the amount sitting there when the year rolled over?