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Entering early distributions from Form 1099R in ProConnect Tax

SOLVEDby Intuit5Updated over 1 year ago

This article shows you how to enter an early distribution exception from Form 1099R.

To enter an early distribution exception from Form 1099R:

  1. Under Input Return, select Income.
  2. Select Pensions, IRAs (1099R).
  3. Select the Details button.
  4. Select the Form 5329 tab.
  5. Under 5329 (Part 1), enter the amount that isn't subject to 10%/25% tax in the Amount excluded from 10%/25% tax field.

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