anla0015
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Thanks for your help.
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The distribution code for Box 7 on both 1099-R forms is 7. I went into 'My Tax Data' and deleted the 5329 form and deleted the 2nd 1099-R entry. Then I re-enter...
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Thanks for your reply.But how come the program also generated 5329 form for 2024 and treated the 2nd 1099-R amount (the one for 2024) as early distribution? The...
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I also forgot to ask about California State Return. How do I report this shortfall on state return 2023?
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Then, for 2024 tax return, I don't need to include that 1,000 again, correct?Another quick question - should I attached document from my IRA account to proved t...
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- Posted Re: Can I file Form 5329 with my return using Turbo Tax Deluxe? I believe I need to file it becau... on Retirement tax questions. March 14, 2024 1:48 PM
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