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New Member
posted Jan 18, 2023 12:32:54 PM

How do I find form 5329 in the online deluxe version of Turbo Tax.

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4 Replies
Level 15
Jan 18, 2023 12:38:48 PM

Click on Federal on the left side of the online program screen

Click on Other Tax Situations

Under Additional Tax Payments

On Extra Tax on Early Retirement Withdrawals, click on start

Level 15
Jan 18, 2023 12:40:33 PM

Have you entered a Form 1099-R?

New Member
Jan 18, 2023 1:26:36 PM

Thank you!

New Member
Jan 18, 2023 1:28:42 PM

No, that is why I could not find it. I received a letter from a company where I have an inherited IRA with a RMD. I called them a few years ago and said I think they were calculating the RMD incorrectly and they told me I was wrong. This year they sent me a letter that said they had been doing in incorrectly since 2017.