Jump to content
ATX Community

Can't set up e-file for tax return


David
 Share

Recommended Posts

I keep getting an e-file error message that says the total tax on retirement distributions from form 1040 must match total tax on retirement distributions from form 5329.

Both filer and spouse have one 1099-R with distributions subject to the 10% penalty. The penalty on form 1040 matches the penalty on form 5329. How come the program doesn't think it matches?

Has anyone else dealt with this problem? I have had other returns with 1099-Rs and form 5329 but haven't had any problems setting them up for e-file.

Thanks for your help.

Link to comment
Share on other sites

I keep getting an e-file error message that says the total tax on retirement distributions from form 1040 must match total tax on retirement distributions from form 5329.

Both filer and spouse have one 1099-R with distributions subject to the 10% penalty. The penalty on form 1040 matches the penalty on form 5329. How come the program doesn't think it matches?

Has anyone else dealt with this problem? I have had other returns with 1099-Rs and form 5329 but haven't had any problems setting them up for e-file.

Thanks for your help.

Make sure the 5329s are marked at the top for "Filer" and "Spouse" appropriately.

Link to comment
Share on other sites

Join the conversation

You can post now and register later. If you have an account, sign in now to post with your account.

Guest
Reply to this topic...

×   Pasted as rich text.   Restore formatting

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.

Loading...
 Share

  • Recently Browsing   0 members

    • No registered users viewing this page.
×
×
  • Create New...