After you file

@dmertz 

 

Hello again.

 

I had Roth IRA excess contributions in 2014 and 2015.  I caught the mistake and withdrew the excess amount in 2020.

 

I know I have to file form 5329 for years 2014, 2015, 2016, 2017, 2018, 2019 and pay the 6% penalty for each of these years.  The 5329 form for 2020 will show a withdrawal of the excess amount and I will not have to pay the 6% penalty for 2020 (I withdrew the amount in Dec 2020).  

 

Question - Should I send all the past year's (and current) 5329 forms in with my 2020 tax return?  Or do I need to file the past years separate from my 2020 tax return?