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Returning Member
posted Jun 4, 2019 8:35:12 PM

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

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1 Best answer
Expert Alumni
Jun 4, 2019 8:35:14 PM

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.

1 Replies
Expert Alumni
Jun 4, 2019 8:35:14 PM

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.