altocpa
Level 2
09-25-2021
03:23 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
I have a husband and wife who both took early withdrawals from IRAs and received 1099-R. The primary taxpayer generated a 5329 for efile, but the 5329-S did not; however, the total on line 6 of part II on the 1040 includes the 10% for both. When I e-filed, only the 5329-T was transmitted, so the IRS thinks there is a problem in the transfer of numbers between the 5329 and Schedule 2. I've opened the 5329-S, but it still does not show up in the electronic filing packag
Labels