imcpa
Level 3

So i finally received some assistance from Lacerte Tech Support and was able to generate the Form 5329 Part IX. However, the tax return with the Form 5329 was rejected by the IRS with the following reasons:

Reject: Error F5329-013: If Form 5329, attribute 'waiveTaxOnExAccumQRPStmtAmt' on 'AllOthQlfyPlanExcessAccumAmt' has a value greater than zero, then [WaiveTaxOnExcessAccumQRPStmt] must be attached to 'AllOthQlfyPlanExcessAccumAmt'.

Form: 0(00)
Field: 1(/efile:Return/efile:ReturnData/efile:IRS5329/efile:AllOthQlfyPlanExcessAccumAmt)
Occurrence: 00000(0001)

Resolution: This electronic filing reject is the result of a defect in the tax program. This reject will be corrected in a future release.
ATC-509989

Is anyone else having this issue? I have another tax return that has the Form 5329 Part IX completed but not yet transmitted. I am not sure when this issue is supposed to get resolved and not sure when I will be able to re-submit the tax return that was rejected.

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