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Level 1
posted Mar 8, 2025 4:04:43 PM

How can I jump to form 5329?

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.

0 2 280
2 Replies
Expert Alumni
Mar 8, 2025 4:12:49 PM

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.

Level 15
Mar 8, 2025 6:27:18 PM

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.

 

@TB-9