topic who supplies the 5329? in Retirement tax questions

who supplies the 5329?

jo-starks — Tue, 03 Feb 2026 10:43:32 GMT

Where does the 5329 come from?

Re: who supplies the 5329?

KrisD15 — Sat, 15 Feb 2025 22:07:40 GMT

Form 5329 is generated by the software if penalty tax needs to be calculated on a withdrawal from certain tax-favored accounts, such as an IRA or 529 plans.

Re: who supplies the 5329?

fanfare — Sat, 15 Feb 2025 22:54:09 GMT

TurboTax Online will do it only if you have entered a 1099-R

TurboTax Desktop will do it if you open Forms mode and add the form 5329 yourself.

@jo-starks