I'm told I have to file with a Delux form, but I don't have a 5329 form. My taxes are basically the same as last year.

posted

Did you enter a 1099-R? The 5329 form is for additional taxes on qualified plans. I suggest you delete the 1099-R and re-enter to remove the penalty that is on 5329. That section was recently updated to correct an issue with the RMDs.

How to delete forms in TurboTax Online

How to delete forms in TurboTax Desktop

Where do I enter a 1099-R?

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Will the senior tax credit be available when I do my 2025 taxes the coming year and will the 2026 version of Turbo Tax Deluxe handle this deduction (2026 tax prep)?

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I'm told I have to file with a Delux form, but I don't have a 5329 form. My taxes are basically the same as last year.

I'm told I have to file with a Delux form, but I don't have a 5329 form. My taxes are basically the same as last year.

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I'm told I have to file with a Delux form, but I don't have a 5329 form. My taxes are basically the same as last year.

Do you have an Intuit account?

I'm told I have to file with a Delux form, but I don't have a 5329 form. My taxes are basically the same as last year.

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