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February 16, 2020
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There is a red flag on that says I haven't filled out form 5329-s. When I try to update it in step-by-step, it doesn't open. Is the form not available yet?

  • February 16, 2020
  • 1 reply
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    Best answer by MAK70

    Form 5329-S is the Additional Taxes on Qualified Plans (including IRAs) and Other Tax-Favored Accounts for the spouse.  Review your entries for 1099-R, 1099-SA, and 1099-Q to see if these section have been completed.

    1 reply

    MAK70Answer
    February 16, 2020

    Form 5329-S is the Additional Taxes on Qualified Plans (including IRAs) and Other Tax-Favored Accounts for the spouse.  Review your entries for 1099-R, 1099-SA, and 1099-Q to see if these section have been completed.