Can't delete 5329 even though it does not apply?

[tinymonkeybanana]

I am unable to remove the 5329 form from the tax return, after correcting myself. It's stuck to the completed return and when I try to "delete" I am taken to a white screen where there are no options. When I return to the "delete form" page, 5329 is still there.

Here's more detail. I had been entering information about contributions for an IRA - but these were done mistakenly. (At first, I misunderstood that a Roth 401k is not the same as ROTH IRA.) I realized that I wasn't contributing to an IRA at all. I went back and removed the answers for the IRA.

But when I tried to complete the return, it keeps telling me I have entered the wrong number on the 5329 form.  How is this possible if I no longer have anything entered into this part of TurboTax? And how can I remove the form and be able to e-file? This is TurboTax "Premium"

[DanaB27]

To clarify, do you have an entry on line 18 of Form 5329? What lines are filled out on Form 5329? Are you using TurboTax Online or Desktop?

[tinymonkeybanana]

Using TurboTax Online - and good questions. I strongly suspect a software error because I've gone back and undone all my answers about IRA contributions (seeing as there were none) and also checked the box(es) saying that neither myself nor my wife have an IRA.  And yet, when I print out my return, form 5329 still appears. 5329 prints out completely blank except for having:

1. My name in the name box.
2. My SSN in the SSN box.
3. Part IV boxes 18, 19, and 21 have entries.
4. Part IV boxes 22, 24, 25 are all zeros.

This is when I printed after refusing to answer this question that TurboTax was requiring me to answer (see attached image:(

[tinymonkeybanana · Accepted solution]

Hello everyone, I found an answer. I used "Contact Us" to get a call from TurboTax.

The caller took me through the secret entrance to delete all the IRA related forms one at a time.

1. Even though I had printed the return, you can go back in by saying you need to "add a state." Therefore, I logged in, and went to the 2022 Return, but clicked to "add a state."
2. I went to "Tax Tools" and then "Tools".
3. I clicked on "Delete a Form".
4. A screen listed all the tax forms. Starting at the top, I deleted everything that mentions "IRA".
5. This allowed me to also remove the 5329.
6. After hitting "Continue" the screen goes white, though it retains the menus on the left hand side. At this point you have to "Save and Exit".
7. After returning back to the account, the deleted forms FINALLY are resolved.

Previously I had tried to only delete the 5329, and it wouldn't take it, no matter what I did.

[DanaB27]

It seems you have entered that you had an excess contribution in previous years and TurboTax wants to absorb this excess in 2022.

Did you have an excess contribution in prior years? If not then you might want to check your 2021 tax return to verify that you didn't pay the 6% penalty on Form 5329 or check Schedule 2 line 8.

If you didn't have an excess in the prior year then follow these steps to delete the entry:

1. Click on "Search" on the top right and type “IRA contributions”
2. Click on “Jump to IRA contributions"
3. Select “Roth IRA”
4. On the "Do you have any Excess Roth Contributions" answer "Yes"
5. On the "Enter Excess Contributions" screen and delete the entry.

If you indeed had an excess that wasn't removed follow these steps:

1. Click on "Search" on the top right and type “IRA contributions”
2. Click on “Jump to IRA contributions"
3. Select “Roth IRA”
4. On the "Do you have any Excess Roth Contributions" answer "Yes"
5. On the "Enter Excess Contributions" screen enter the total excess contribution from 2021 (if it wasn't carried over).
6. On the "How Much Excess to 2022?" screen enter $660 (according to the screenshot provided).

@tinymonkeybanana