What TurboTax version do I need to complete and e-file form 5329S with my joint return?

l-fenter · ‎June 4, 2019

DanielV01 · ‎June 4, 2019

Form 5329 (the S stands for the Spouse's Form 5329) is used to determine the penalty for early distributions on a retirement account or when you overcontribute to a retirement account (or an HSA). For this form, you will need TurboTax Deluxe or above if you are using the online software, and any desktop software may access this form.

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DanielV01 · ‎June 4, 2019

Form 5329 (the S stands for the Spouse's Form 5329) is used to determine the penalty for early distributions on a retirement account or when you overcontribute to a retirement account (or an HSA). For this form, you will need TurboTax Deluxe or above if you are using the online software, and any desktop software may access this form.

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

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What TurboTax version do I need to complete and e-file form 5329S with my joint return?