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M
mlcclr
March 17, 2025
Question

how do I add form 5329?

  • March 17, 2025
  • 2 replies
  • 0 views
how do I add form 5329?

    2 replies

    N
    NCPERSON1
    March 17, 2025

    @mlcclr - explain more. 

     

    that should be automatically calculated by TT, depending on the Box 7 codes on form 1099-R.  

    T
    ThomasM125
    March 17, 2025

    Form 5329 will be generated from entries you make when you enter a Form 1099-R reporting pension plan distributions, or enter an IRA contribution in TurboTax.

     

     

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