topic how do I add form 5329? in Retirement tax questions

how do I add form 5329?

mlcclr — Tue, 03 Feb 2026 15:35:33 GMT

how do I add form 5329?

Re: how do I add form 5329?

NCperson — Mon, 17 Mar 2025 19:47:14 GMT

@mlcclr - explain more.

that should be automatically calculated by TT, depending on the Box 7 codes on form 1099-R.

Re: how do I add form 5329?

ThomasM125 — Mon, 17 Mar 2025 19:49:57 GMT

Form 5329 will be generated from entries you make when you enter a Form 1099-R reporting pension plan distributions, or enter an IRA contribution in TurboTax.