dmertz
Level 15
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Get your taxes done using TurboTax

Yes, you must amend your 2022 tax return and remove from 2023 TurboTax the amount indicated as the excess carried in from 2022.

 

Your amendment for 2022 must include a corrected Form 8889 and a corrected From 5329.  The corrected Form 5329 must show zeros where it originally showed the excess contribution and its penalty.

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