how do I add form 5329?

posted

@mlcclr - explain more.

that should be automatically calculated by TT, depending on the Box 7 codes on form 1099-R.

Form 5329 will be generated from entries you make when you enter a Form 1099-R reporting pension plan distributions, or enter an IRA contribution in TurboTax.

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I was charged $454 capital gain tax even though I carried into 2024 tax year more than $200,000 in losses. I took the $3000 loss, but the $454 never got offsite.

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how do I add form 5329?

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