F5329-006-01 e-file error
Incorrect Data: /Return/ReturnData/IRS5329/AllOthQlfyPlanMinRqrDistriAmt: If the value of Form 5329, 'AllOthQlfyPlanMinRqrDistriAmt' minus (-) [ 'AllOthQlfyPlanActualDistriAmt' plus (+) 'waiveTaxOnExAccumQRPStmtAmt' on 'AllOthQlfyPlanExcessAccumAmt' ] is greater than or equal to zero, then 'AllOthQlfyPlanExcessAccumAmt' must be equal to the value multiplied by 25% (0.25). (value 10015, rule F5329-006-01)
This rejection can occur if you have requested a waiver for a penalty on a return. This is an issue that happens when the waiver amount is equal to the minimum required distribution amount and no excess tax is calculated on Form 5329, line 54b. The same could happen with line 54a.
Solution
This will be addressed with the next 2024 UltraTax CS 1040-US update.
