Untriggering a Form 5329-T

Forum|Forum|4 months ago
March 25, 2026
3 replies
203 views

How can I untrigger an Form 5329-T that was generatd by a TurboTax error? I made a direct rollover from one traditional IRA to another. TurboTax mistakenly thinks I made an excess contribution. I correctly entered all the information from my 1099-R including checking distribution code G. Any suggestions?

MaryK4

Level 15

Follow these steps to delete the Form 5329:

From the left rail menu in TurboTax Online, select Tax Tools (You may have to scroll down on the left rail menu.)
On the drop-down select Tools
On the Pop-Up menu titled “Tools Center,” select Delete a Form
This will show all of the forms in your return
Scroll down to the form you want to delete
Select the Form
Click on Delete.

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"

scobb01Author

Level 2

Will simply deleting Form 5329-T fix the problem?

AnnetteB6

Level 15

Be sure that you only entered the Form 1099-R to report the direct rollover from one IRA to the other IRA. This should not have also been entered as an IRA contribution because that could have triggered the Form 5329.

Go back to Deductions and Credits > Retirement and Investments > Traditional and Roth IRA Contributions and click Update to be sure there are not IRA contributions noted in that section representing the direct rollover.

If nothing is found in the contributions section, then try deleting the Form 5329. If there is still an entry in your return triggering the form, then it may not remain deleted or an error condition could be created.

@scobb01

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"