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I was working on a return for a married couple filing jointly. The 1099-R was the spouse's and I did not check the box on the 1099-R worksheet. It worked after ...
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How did you do it? Is there something in the 1099-R worksheet that I need to do(like check/click) so the info will flow to the form 5329? Thank you ever so much...
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The whole penalty amount for the early distribution was calculated and is reflected on Schedule 2 of the 1040. The exception amount for First Home Puchases(Line...
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Already done that, code 1 in box 7 and the taxable amount in box 2. The taxable amount still didn't flow to line 1 of Form 5329. My product updates are all curr...
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Line 1 (Gross Distribution) amount not flowing to Line 1 of Form 5329 (Early distribution included in income). How is this done? I'm using ProSeries Basic.
