About tklein1668

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Re: TurboTax did not add Form 5329 for my 401(k) early withdrawal.

Taxable amount in 2a is zero. I did not indicate that I rolled this money over to a Roth IRA.This 401(k) was from an old employer. Maybe that is why? Either way...

tklein1668

1

Updated May 09, 2024
Re: TurboTax did not add Form 5329 for my 401(k) early withdrawal.

I did not have a schedule 2 on my tax return.I was on the phone with TurboTax for about a two hours and we were able to resolve the issue. I had a Roth 401(k), ...

tklein1668

3

Updated May 09, 2024
Re: TurboTax did not add Form 5329 for my 401(k) early withdrawal.

Yes. Box 11 says "1st year of desig. Roth contrib. 2018"

tklein1668

1

Updated May 09, 2024
Re: TurboTax did not add Form 5329 for my 401(k) early withdrawal.

I did not qualify for any of the exceptions. The software did not produce the Form 5329. It did ask if I rolled over or converted any of this money, I marked th...

tklein1668

8

Updated May 09, 2024

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Date Registered	‎May 9, 2024 3:19 PM
Date Last Visited	‎May 9, 2024 8:52 PM
Total Messages Posted	5

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