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posted Oct 11, 2020 10:01:55 PM

I need to generate a Form 5329 to report 72t distribution. Where and how does Turbo Tax allow that?

I need to generate a Form 5329 to report 72t distribution.  Where and how does Turbo Tax allow that?

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Level 15
Oct 12, 2020 5:12:52 AM

After you enter the 1099-R  there will be follow up screens where the exceptions will be presented.  Don't skip any screens.