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Level 1
June 6, 2019
Question

Is there a version of Turbo Tax that includes form 5330 for Excess Contributions to SEP IRA or is this form filed separately? Thanks

  • June 6, 2019
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    Level 15
    June 6, 2019

    No version of TurboTax supports Form 5330.

    You can download a fillable Form 5330 and its instructions from the IRS website and file this form separately.  Form 5330 must be mailed:

    https://www.irs.gov/pub/irs-pdf/f5330.pdf

    https://www.irs.gov/pub/irs-pdf/i5330.pdf