Enter early distribution exceptions (Form 5329)

Use these steps to enter early distribution exceptions for Form 5329.
  1. Go to the 
    Retirement
     folder.
  2. Select the
    1099R
    screen.
  3. Enter the distribution information as reported on Form 1099-R.
  4. Select the
    1099R-2
    screen.
  5. Select a code in the
    Early Distribution code
    field that correctly identifies the type of distribution for Form 5329, Part I. If multiple exceptions exist, enter an explanation in the
    Multiple exceptions explanation
    statement.
  6. Select the
    Early distribution exception code.
    .
  7. Enter an
    Exception
    amount.
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