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March 6, 2025
Question

Form 5329 T filled out in eror

  • March 6, 2025
  • 1 reply
  • 0 views

I have not been able to delete this form filled out in error , not even edit it.  What can I do?

    1 reply

    KrisD15
    March 6, 2025

    You can delete the 1099-R forms you may have entered.

    Try again to delete Form 5329 again if it still exists

    Reenter the 1099-R 

     

    Did you take a distribution that is subject to a penalty or contribute too must to a retirement plan? 

    Do you know why Form 5329 was generated? 

     

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    Newbie10Author
    March 6, 2025

    Thank you Kris.  I seems to have worked to go back to the 1099Rs and I was able to see what I did (entered a number instead of a 0) that generated the 5329 that I couldn't delete nor edit.  But editing the 1099 R removed the 5329 and all appears to be well now!

    KrisD15
    March 7, 2025

    Great to hear!

     

    Thank you for using TurboTax. 

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