How can I get TurboTax to let me file form 5329 for an early IRA distribution that is a 72(t) SEPP distribution? It is not in the "Do any of these situations apply".
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How can I get TurboTax to let me file form 5329 for an early IRA distribution that is a 72(t) SEPP distribution? It is not in the "Do any of these situations apply".
My financial advisor moved my investments to a new firm and they did not issue my 1099-R form wit h the correct code in box 7.
posted
2 weeks ago
last updated
January 22, 20256:05 PM
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How can I get TurboTax to let me file form 5329 for an early IRA distribution that is a 72(t) SEPP distribution? It is not in the "Do any of these situations apply".
The particular exception is for receiving the distribution as part of a series of substantially equal periodic payments. Indicate the amount in the box labeled with that exception.