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Level 1
September 17, 2023
Question

Does anyone have any experience with IRS form 5329?

  • September 17, 2023
  • 1 reply
  • 7 views
Help with Required minimum distribution?

1 reply

Level 15
September 17, 2023

What is your question?

fanfare
Level 15
September 17, 2023

If you missed the Dec 31 deadline, and or the April 1 deadline, you have to file Form 5329.

Unless improvements have been made, forum users complain it is hard to get Form 5329 for this situation using the Online version of Turbotax.

 

@Dewayne1