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Rbish101
Returning Member

MDR: I need copy of an IRS form 5329. I also need to know how to integrate the form into my tax file. I can find no reference in my forms list.

 
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3 Replies
MarilynG1
Expert Alumni

MDR: I need copy of an IRS form 5329. I also need to know how to integrate the form into my tax file. I can find no reference in my forms list.

TurboTax should prepare Form 5329 for you automatically if it applies. 

 

If you had an Early Distribution from a retirement account, exceptions may apply in your situation.

 

 

 

 

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MDR: I need copy of an IRS form 5329. I also need to know how to integrate the form into my tax file. I can find no reference in my forms list.

why do you need 5329 and which TurboTax are you using.?

In some situations, TurboTax won't generate the needed 5329.
@Rbish101 

ThomasM125
Expert Alumni

MDR: I need copy of an IRS form 5329. I also need to know how to integrate the form into my tax file. I can find no reference in my forms list.

Form 5329 Additional Taxes on Qualified Plans would be populated automatically by TurboTax if you had things like missed required minimum distributions, excess contributions to pension plans or early distributions from retirement plans. You can access the form if you are using the desktop version of TurboTax, by using the Forms menu option and typing the form number in the query box. If you are using the online version of TurboTax, you can only populate that form when your entries in the program require it to be completed. 

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