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Level 2
posted Oct 14, 2025 10:27:29 AM

Form 5329 Completed but no Confirmation in Interview

I the RMD amount in the interview did not match the 1099 entries and I got an error for the 5329.  I deleted the 1099 and entered the correct amount and the error is corrected, but I did not get the confirmation of the waiver in the interview.  The Form 5329 is completed.  Will all entries be filled correctly so that the waiver of the penalty is submitted ?  How do I verify before I efile ?

 

I would like to correct text formation on the 5329 explanation statement.  I cannot access through the interview, is the only way to do this by entering the forms mode?

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