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posted Mar 20, 2023 2:27:44 PM

Can I file form 5329 (Additional Taxes on Qualified Plans (IRA in turbo TAx Deluxe or do I need to manually file by mail?

No 1099R from broker.

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1 Replies
Expert Alumni
Mar 20, 2023 2:42:02 PM

If you can clarify why you believe you need Form 5329, we'll try to help.

 

If you received a distribution from a Retirement Fund in 2022 and did not receive a 1099-R to report it, you can contact your Plan Administrator.

 

Here's more info on Form 1099-R

 

@ddbalance