This answer from Hal_Al was very helpful. I am filling out this Form 5329 now. Since the excess contribution was for 2015, my understanding is that I will late file a 2015 Form 5329 for that excess contribution. Is that correct? I will also be filing a 2016 Form 5329 for the distribution for the 2015 and 2016 amounts and the 10% penalty for the 2015 amount. Should any of that instead go on the late filed 2015 Form? Thank you again for your help.
