Form 5329-t generated when not needed.

[GJS60]

BillM223,

I agree with dmertz's reply. It does print out when you print the return to file, so I assume it is in the e-file packet.

I can delete the form before I file the return, but think it may void my 100% accuracy warranty from TurboTax.

Like dmertz said it is a bug in the program which only generates Form 5329-T if you use a date of birth that puts you over 59 1/2 years old. Under 59 1/2 and the form is not generated.

Thanks.

[dmertz]

TurboTax is doing the same thing with code D, but only if code 7 is not present.

https://ttlc.intuit.com/community/retirement/discussion/form-5329-still-required-for-non-qualified-a...

[skeetfan]

It does the same thing for me with both code 7 and code D present.  The amount shown on the 5329 is entered on line 2 as an early distribution not subject to additional tax with a reason code of 12.  The 12 definition is that it was incorrectly submitted with a code 1, J, or S in box 7.  A frustrating bug for people who work hard at submitting a correct return.

[CatinaT1]

Here is a FAQ: Why are 1099R coded 8J and 1099R coded PJ triggering incorrect follow-up options?

[DWPierce1942]

Thank you for all this dialogue.  In my case, both a 5329-t and 5329-s were generated even though both of us are well over 70.  Oddly enough, both of them had my wife's RMD on Line 2-L.  Neither of our 1099-R forms have a code U in box 7; rather that box has a code 7 and the IRA sub-box has an X.  I have not experimented as you have with different ages.  I did use the step by step.  The presence of the 5329s doesn't seem to change the tax, as expected.

I'm reluctant to delete the form as I wonder whether that will result in some hidden box being checked to reject the return or trigger an audit.

This is definitely a bug.