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The IRS Form 5329 instructions are correct. The LaCerte diagnostic is incorrect.
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My client made an excess contribution to a Traditional IRA. LaCerte is saying that Form 5329 is required if the contribution is not withdrawn before the origina...
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Yes, Screen 5.1 under Client Letter. LaCerte has it covered.
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https://directpay.irs.gov/directpay/payment?execution=e1s1
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I concur, please remove the "form help" check box. I do not need it. As an alternative, make it be turned off automatically and we can check the box to turn it ...
