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New Member
posted Mar 12, 2025 6:02:10 PM

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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1 Replies
Expert Alumni
Mar 12, 2025 6:05:55 PM

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?