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Level 1
posted Mar 24, 2025 3:20:09 AM

How does one file form 5389 with their turbotax refund and include the physicians certification of disability?

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1 Replies
Expert Alumni
Mar 24, 2025 3:46:23 AM

The 5329 Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts is created by TurboTax

  • It will print and be included when you E-file your taxes.

You  don't have to attach a doctor's statement to your return

  • But be prepared to submit such a statement if request.