sagerjt
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Update: I believe I may have figured out the problem. I am documenting this in case anyone else has the same problem - since this form applies to multiple situa...
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No, I didn't enter a 1099-R.I have an IRA and a 401k and I have never made a withdrawal.
Activity Feed for sagerjt
- Got Cheered for Re: TurboTax says I need to upgrade because "you have Additional Tax on Excess Contributions or Deductions (Form 5329)" but I looked up that form and I don't. Why?. April 14, 2025 5:31 PM
- Got Cheered for Re: TurboTax says I need to upgrade because "you have Additional Tax on Excess Contributions or Deductions (Form 5329)" but I looked up that form and I don't. Why?. March 9, 2025 9:45 AM
- Posted Re: TurboTax says I need to upgrade because "you have Additional Tax on Excess Contributions or Deductions (Form 5329)" but I looked up that form and I don't. Why? on Retirement tax questions. April 12, 2023 11:01 AM
- Posted Re: TurboTax says I need to upgrade because "you have Additional Tax on Excess Contributions or D... on Retirement tax questions. April 11, 2023 11:40 AM
- Posted TurboTax says I need to upgrade because "you have Additional Tax on Excess Contributions or Deductions (Form 5329)" but I looked up that form and I don't. Why? on Retirement tax questions. April 11, 2023 8:05 AM