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Level 2
posted Mar 17, 2025 12:44:30 PM

how do I add form 5329?

how do I add form 5329?

0 2 175
2 Replies
Level 15
Mar 17, 2025 12:47:14 PM

@mlcclr - explain more. 

 

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

Expert Alumni
Mar 17, 2025 12:49:57 PM

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.