The Motley Fool Discussion Boards
Financial Planning / Tax Strategies
|Subject: Re: K-1 Section 751 statement||Date: 2/25/2009 12:10 PM|
|Author: drippinfool||Number: 104695 of 120401|
"If a 5329 is required it's included in the e-filed information."
If it's included, then it's invisible to me. I'm able to see all other forms and schedules that accompany the 1040, including the 8606.
The following condition requires me to file the 5329:
"You received an early distribution from a qualified retirement plan (other than a Roth IRA) and distribution code 1 is not shown in box 7 of Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc."
-drip (and no, I have nothing against forests)
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