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Subject:  Re: K-1 Section 751 statement Date:  2/25/2009  12:55 PM
Author:  TMFPMarti Number:  104698 of 124776

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."

Actually, that's an explanation of why the 5329 is not required.

Let's try this the other way around. What code is shown in Box 7 of the 1099-R?

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