How do I get rid of Form 5329? delete does not work. Spouse and I are on RMDS, we do file form 8606 for extra IRA payments years ago. Must have answered a question wrong.

beetleone · ‎March 17, 2020

BillM223 · ‎March 17, 2020

Can you see your form 5329? On what lines are there entries? There are 9 different sections on the form, and knowing which lines were filled in by TurboTax would help us understand why you have this form and whether or not you can delete it.

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fanfare · ‎March 17, 2020

to see your return you must register and pay. Then you can print your entire return.

jpierce9017 · ‎February 2, 2023

I spent literally an hour on the phone with customer support before we figured this out. You have to delete the "Carryover Worksheet", and there may also be one or two others to delete as well (adoption worksheets or something...) before it will let you delete the 5329. Hope this saves anyone running into this issue from giving into the paywall -.-

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How do I get rid of Form 5329? delete does not work. Spouse and I are on RMDS, we do file form 8606 for extra IRA payments years ago. Must have answered a question wrong.