IRS Pub 590-B P33 example has an example, which I summarize as below:

A taxpayer, age 32, made the following contribution and conversions:

• 2000 - 2019: contribution 50,000
• 2005: conversion 10,000
• 2016: conversion 20,000
• 2000: contribution 5,500
• earnings: 2,5000
• 2020: early distribution 85,500 with qualified first time home purchase 10,000

I completed the form 8606 and 5329 using ProConnect Tax and the form 8606 results are:

• Line 19: 85.500 (non-qualified distribution including first time home distribution)
• Line 20: 10,000 (as in the example)
• Line 21: 75,500 (math)
• Line 22: 55,500 (as in the example)
• Line 23: 20,000 (math, subject to penalty)

I doubt it is correct because supposedly the 2005 conversion 10,000 is outside of the 5 year window and the distribution of it should not be subject to penalty, but I could not see where I should indicate this in the input field of the software, nor I see where it should appear in these lines.

The form 5329 results are:

• Line 1: 10,000
• Line 2: 10,000 (code 09)

This is not correct either, the line 1 is supposed to be 20,000. Could you please try it? There are just a few numbers and easy to do, thanks a lot!