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New Member
posted Jun 4, 2019 11:16:47 PM

Need to add form 5329 because we were suppose to take RMDs for one IRA in prior years and need to pay the tax penalty or attach a letter of explanation for exemption.

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1 Replies
New Member
Jun 4, 2019 11:16:49 PM

You can search for the form and the program will take you to it and you can start filling it out.

1. Login to your account

2. On the top right corner of your computer screen you will see My Account

3. Click Tools

4. Click Topic Search, type in "form you need", hit your enter button

5. Follow the prompts