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Turbo tax is asking me to check an entry on the 5329-S form but I did not receive one and do not need to fill it out. I was not prompted to fill one out & did not get one

 
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2 Replies
MaryK4
Expert Alumni

Turbo tax is asking me to check an entry on the 5329-S form but I did not receive one and do not need to fill it out. I was not prompted to fill one out & did not get one

Form 5329 reports additional taxes on IRAs, other qualified retirement plans, modified endowment contracts, Coverdell ESAs, QTPs, Archer MSAs, or HSAs.

 

If you had an early withdrawal from retirement plans or HSAs, etc.  

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Turbo tax is asking me to check an entry on the 5329-S form but I did not receive one and do not need to fill it out. I was not prompted to fill one out & did not get one

Form 5329 is not mailed to you.

TurboTax attaches that form on your tax return if it decides it is necessary.

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