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March 13, 2025
Question

I'm told I have to file with a Delux form, but I don't have a 5329 form. My taxes are basically the same as last year.

  • March 13, 2025
  • 1 reply
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1 reply

DawnC
Employee
March 13, 2025

Did you enter a 1099-R?   The 5329 form is for additional taxes on qualified plans.   I suggest you delete the 1099-R and re-enter to remove the penalty that is on 5329.   That section was recently updated to correct an issue with the RMDs.  

 

How to delete forms in TurboTax Online

 

How to delete forms in TurboTax Desktop

 

Where do I enter a 1099-R?

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