About TaxpayerPaul

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Solved Re: how to add form 5329 to my Turbotax web version

AmyC,After I manually created a 1099-R showing the gross distribution (and its earnings separately broken out), TurboTax shows a tax on those earnings. However,...

TaxpayerPaul

1

Updated Mar 31, 2024
Solved Re: how to add form 5329 to my Turbotax web version

OK, got it. Thank you for your help.

TaxpayerPaul

2

Updated Mar 31, 2024
Solved Re: how to add form 5329 to my Turbotax web version

Thank you AmyC. I will follow your advice. On my son’s behalf I will manually create a 1099-R and include it in his 2023 tax return. That will cause TurboTax to...

TaxpayerPaul

4

Updated Mar 31, 2024
Solved Re: how to add form 5329 to my Turbotax web version

DanaB27, Your reply was real helpful. Thank you. Here is a follow-up question.The situation: My son made a traditional IRA contribution in 2023 not realizing th...

TaxpayerPaul

Updated Mar 31, 2024

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Date Registered	‎March 7, 2019 4:23 PM
Date Last Visited	‎April 1, 2024 12:46 PM
Total Messages Posted	5

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