About siteofbluesea

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Solved Re: By using TurboTax online software, how can I get form5329?

Thank RobertB for all of your expertly responses!

siteofbluesea

Updated Feb 18, 2025
Solved Re: By using TurboTax online software, how can I get form5329?

RobertB,Thank for the info. I look through the instructions which all apply to distributions in year 2024, did not mention anything about excess accumulation (e...

siteofbluesea

2

Updated Feb 18, 2025
Solved Re: By using TurboTax online software, how can I get form5329?

Hi, RobertB:Thanks for reply of #3805P for state of California regarding missed RMD for 2024. Could you tell me which boxes I need to fill and which box for exp...

siteofbluesea

4

Updated Feb 18, 2025
Solved Re: By using TurboTax online software, how can I get form5329?

Thanks, RobertB

siteofbluesea

Updated Feb 18, 2025
Solved Re: By using TurboTax online software, how can I get form5329?

If I file federal tax return manually in order to include 5329, I like to know if I have to file California state tax return with California version of form 532...

siteofbluesea

7

Updated Feb 18, 2025

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Date Registered	‎January 6, 2025 6:18 AM
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