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A
awholebiker
June 19, 2020
Question

We need form 5329, it says you will file it for us?

  • June 19, 2020
  • 1 reply
  • 0 views
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1 reply

J
JotikaT2
June 19, 2020

It depends.

 

Form 5329 is used to report any additional taxes that are due on Qualified Retirement plans and Other Tax-Favored Accounts.

 

Form 5329

 

If you are subject to this additional tax, TurboTax will automatically generate this form based upon your input in the federal interview section of the program.

 

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