Concerning Form 5329:

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L1: Concerning Form 5329:In tax year 2008 the exception code on form 5329 for “Distributions made as part of a series of substantially equal periodic payments…” was number “2.” Does that still apply for tax year 2009?2010-02-08 15:40, By: Reg, IP: []
L2: Concerning Form 5329:Instructions to the 2009 Form 5329 can be found in our Resources/Links page.2010-02-08 16:45, By: Gfw, IP: []

L3: Concerning Form 5329:Note that the proper Distribution Code for a SEPP in Box 7 of Form 1099R is “2”, and this includes ALL types of early distribution penalty exceptions.However, you asked about Form 5329, which isa form that the taxpayer completes. If you need a 5329 to change the code from the 1099R, the SEPP code is “02”. All the exception codes entered by the taxpayer on this form are 2 digit codes per the 5329 Inst.This did not change from 2008 to 2009.2010-02-08 22:14, By: Alan S., IP: []