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l-fenter
Returning Member

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

 
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DanielV01
Employee Tax Expert

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

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
Employee Tax Expert

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

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"

View solution in original post

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