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April 13, 2024
Question

Where can i find out if form 5329 is on my return? i did not enter it and free version cannot be used with this form?

  • April 13, 2024
  • 1 reply
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When trying to check out being asked about Form 5329 but do not have one. Where is that information on the 1040?

1 reply

April 13, 2024

To see all forms included in your return in TurboTax Online you will need to follow these steps (you may be asked to pay first):

 

  1. Select Tax Tools on the left and then Print Center 
  2. Select Print, save or preview this year's return
  3. Select returns and choose to print just the tax return or to include all worksheets as well. 

 

If you have a penalty, that was calculated on Form 5329, then you will find it on Schedule 2 line 8.

 

To preview Form 1040 and Schedule 2:

 

  1. Click on "Tax Tools" in the left menu
  2. Click "Tools"
  3. Click "View Tax Summary" in the Tool Center window
  4. Click on "Preview my 1040" on the left

 

Please see Who must file Form 5329 for additional information.

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