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New Member
posted Apr 12, 2020 1:07:33 PM

How do I add form 5329 to my 2019 taxes for an early withdrawal exemption

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2 Replies
Expert Alumni
Apr 12, 2020 1:23:28 PM

It is automatic if you choose the exception from within the interview. There are different exceptions for IRAs and pensions, but I will show you what a screen shot of the pension page looks like.

 

 

 

 

Level 15
Apr 12, 2020 4:35:20 PM

@ColeenD3  you're not in the interview if you don't have a 1099-R.