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New Member
posted Mar 6, 2025 2:51:43 PM

Form 5329 T filled out in eror

I have not been able to delete this form filled out in error , not even edit it.  What can I do?

0 3 252
3 Replies
Expert Alumni
Mar 6, 2025 3:26:21 PM

You can delete the 1099-R forms you may have entered.

Try again to delete Form 5329 again if it still exists

Reenter the 1099-R 

 

Did you take a distribution that is subject to a penalty or contribute too must to a retirement plan? 

Do you know why Form 5329 was generated? 

 

New Member
Mar 6, 2025 3:36:40 PM

Thank you Kris.  I seems to have worked to go back to the 1099Rs and I was able to see what I did (entered a number instead of a 0) that generated the 5329 that I couldn't delete nor edit.  But editing the 1099 R removed the 5329 and all appears to be well now!

Expert Alumni
Mar 6, 2025 5:14:29 PM

Great to hear!

 

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