I had to go back and change my age to something older than 50 in order for the form to allow the "Separation from Service" exception on the 5329. After making t...
@WILLNDTWI was able to do some trickery to get the forms to (kinda) work.I had to go to my personal information and change my date of birth to 1950, even though...
@AnnetteB6That was it....the age. I changed my Date of Birth to something that would make me older than 50, and now that option is there for Separation from Ser...
I am using Turbotax Deluxe online. I also was switched to Turbotax Deluxe desktop (for a separate State issue), that's where I was able to override the form. I ...
I am running into the same issue. I spent almost 3 hours on the phone with Turbotax trying to figure this out but the software doesn't seem to be updated to all...
