Why do I have to upgrade to deluxe because form 53...
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jnavin-charter-n
New Member

Why do I have to upgrade to deluxe because form 5329? I don't owe any taxes, I am a student with under 14,000 in income.

 
2 Replies
Country Apple
Level 4

Why do I have to upgrade to deluxe because form 5329? I don't owe any taxes, I am a student with under 14,000 in income.

Form 5329 is Additional taxes on Qualified Plans (including IRAs) and Other Tax-Favored Accounts.  Seems unlikely, but perhaps you took some kind of early distribution from a retirement plan?

dmertz
Level 15

Why do I have to upgrade to deluxe because form 5329? I don't owe any taxes, I am a student with under 14,000 in income.

There are nine different reasons that your tax return might require Form 5329, all of which require upgrading from the Free Edition.

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