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I need to enter the amount from line 48 on my 2022 Form 5329, but I don't have this form. Where can I find this on TurboTax?

I need to enter last year's excess contribution.
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2 Replies
JulieS
Expert Alumni

I need to enter the amount from line 48 on my 2022 Form 5329, but I don't have this form. Where can I find this on TurboTax?

We'd love to help you complete your tax return, but need more information. Can you please clarify your question?

 

Do you mean that you have your 2022 tax return and it doesn't include Form 5329? If your 2022 doesn't include a Form 5329, you either don't have excess contributions or you didn't report them last year. 

 

Or do you mean that you don't have your 2022 return?

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I need to enter the amount from line 48 on my 2022 Form 5329, but I don't have this form. Where can I find this on TurboTax?

Thanks Julie - I misunderstood what excess contributions meant. All good here; I don't need the Form 5329.

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