How can I edit form 5329? TurboTax doesn't have the correct values in it.

[glossingers]

I amended my prior year return so TurboTax doesn't have the correct start point. Also, I received two 1099-Rs with returns of excess Roth IRA contributions but TurboTax is only including one of them in the 5329. I just need to edit the form directly but can't figure out how to do it.

[MarilynG1]

If you're Amending a Prior Year Return and using TurboTax Desktop, go to FORMS at the upper right to access Form 5329, under 'Forms in My Return'. 

For your 2022 return, you will also need to use TurboTax Desktop to have direct access to Forms.  Here's How to Transfer from TurboTax Online to TurboTax Desktop. 

@glossingers 

[glossingers]

Ok, I’ll switch to the desktop version. Thank you!

[fanfare]

If you are amending 2021 to add excess earnings.

you do not change your filed Form 5329 (unless it was wrong.)

You don't have to change products.

@glossingers 

[fanfare]

You can't amend properly if your starting point was not with the tax return you originally filed (or amended previously).

@glossingers 

[BillM223]

"I amended my prior year return so TurboTax doesn't have the correct start point."

Please clarify what this means. Did you do the amendment for 2021 in TurboTax?. Your 2022 return should start with the return that the IRS has net of your original filing merged with your amended return. If you did your amended return with TurboTax, then what is showing in 2022 TurboTax is where you want to start. If you amended your 2022 return on paper, then you will need to consider entering your amendments into TurboTax 2021, then deleting your 2022 return, and carrying it over again from 2021 for 2022. This was the intent of the second post by fanfare.

In any case, please explain what the sentence at the top means.

[glossingers]

I amended my return outside of TurboTax so it’s pulling the wrong start point. I’ve been busy all week so plan on getting back to this over the weekend. Thanks for the follow up!