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johndwoolf
New Member

I need to fill in a Form 5329. Cannot find the form. Help!

 
2 Replies
macuser_22
Level 15

I need to fill in a Form 5329. Cannot find the form. Help!

Why do you need a 5329?  It is automatic in most cases if it is required.   If it is a missed RMD then it becomes more complicated.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
TerricedarJ
New Member

I need to fill in a Form 5329. Cannot find the form. Help!

When you log into your online account:

  • Click on Take Me to My Return if it does not automatically do so.
  • Then click on My Account and select Tools
  • Under Tools, select Topic Search
  • Type in Form 5329 and hit Go
  • The form should populate and allow you to fill it out for your return

*For more information on filing Form 5329, please consider the following link: https://ttlc.intuit.com/questions/3713262



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