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Level 2

Question

How can I jump to form 5329?

2 replies
26 views

Need to add my waiver explanation to Form 5329 and want to jump directly to this form instead of going through all of the prompts.

TurboTax Deluxe Online

Alumni - Intuit

There is no Jump to for the 5329. You have to enter the 1099-R or other form to go through the TurboTax interview questions.

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Level 15

The new 5329 is confusing (aka I can't figure it out).

you should use the Q&A to get the proper notations for a waiver request on the form.

I'm assuming Turbotax can do it correctly.

If all went well, Schedule 2 Line 8 should be zero.