You'll need to sign in or create an account to connect with an expert.
Form 5329 is prepared under Other Tax Situations, Extra Tax on Early Retirement Withdrawals. The form is generated automatically when you enter Form 1099-R to report a retirement distribution.
If you need to return to the Form 5329 information after completing the TurboTax interview, follow these directions to jump directly to the entry screen.
You can also use the Search/Find box, type in "5329(sp) early distribution", and click on the "jump to..." link. If you have entered information for this form, the jump-to will take you directly to the beginning of this section.
Form 5329 is prepared under Other Tax Situations, Extra Tax on Early Retirement Withdrawals. The form is generated automatically when you enter Form 1099-R to report a retirement distribution.
If you need to return to the Form 5329 information after completing the TurboTax interview, follow these directions to jump directly to the entry screen.
You can also use the Search/Find box, type in "5329(sp) early distribution", and click on the "jump to..." link. If you have entered information for this form, the jump-to will take you directly to the beginning of this section.
Still have questions?
Make a postDid the information on this page answer your question?
You have clicked a link to a site outside of the TurboTax Community. By clicking "Continue", you will leave the Community and be taken to that site instead.