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atx11
Returning Member

Not able to file due to "Form 5329-s"

I'm 43, single, been using turbo tax for 8 years, most all info is exactly the same - I'm now being stopped from completing my filing due to the following message: "Form 5329-S: Your calculations could not be completed.  Reference code: 0-255-656."  This has never happened before.

 

From what I can research this deals with IRA issues.  I contribute the max every year but have never withdrawn a dime.  I have not received a 1099-R

 

 

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6 Replies

Not able to file due to "Form 5329-s"

The 5329 is used for many reasons depending on  what line on the form has an enter.   What line has an entry?

 

 

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
atx11
Returning Member

Not able to file due to "Form 5329-s"

I appreciate the quick reply -

 

I have no form/never seen this form.  There is no form to inspect either on my turbo tax profile or in my actual documents.  Am I simply not seeing/locating this form in my online profile?

Not able to file due to "Form 5329-s"

 Are you using online of the CD/download desktop version?

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
atx11
Returning Member

Not able to file due to "Form 5329-s"

online - same as previous years.  I spent an hour on the phone w/ specialist last night... they are stumped as well.

Not able to file due to "Form 5329-s"

Print all forms and worksheets and see if there is  a 5329 in the resulting PDF file.

 

https://ttlc.intuit.com/community/accessing/help/how-do-i-preview-my-turbotax-online-return-before-f...

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
atx11
Returning Member

Not able to file due to "Form 5329-s"

again - greatly appreciate the help.

 

just went through all 80 pages twice; no 5329 form anywhere.

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