dd4vols
Level 10
Level 10

even the ones I have seen that DO qualify for the exclusion all have code 1, You just have to fill form 8915E on the ones that qualify, which should make the 5329 disappear.   Oh, by the way, that Form 8915E  is not available yet.

Generating Form 8915-E in ProSeries - Intuit Accountants Community

 

hopefully next week..

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