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mlcclr
Level 2

how do I add form 5329?

how do I add form 5329?
posted
‎March 17, 2025 12:44 PM
last updated ‎March 17, 2025 12:44 PM
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NCperson
Level 15

how do I add form 5329?

@mlcclr - explain more. 

 

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

‎March 17, 2025 12:47 PM
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ThomasM125
Expert Alumni
Expert Alumni

how do I add form 5329?

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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‎March 17, 2025 12:49 PM
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