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January 25, 2024
Question

If I need Form 5329-T. and I received an email telling me the form is now ready and to sign in . Where can I find the form

  • January 25, 2024
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January 25, 2024

If you open your tax return in TurboTax, go back to the section where you entered your Retirement Distribution (in the Income section). 

 

Continue through where you enter your 1099-R to report the distribution,  and TurboTax prepares Form 5329 for you if there is Additional Tax on an Early Distribution.

 

Here's more info on Form 5329.