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After you file
I have a similar situation. I over contributed my Roth Contribution limit in 2018 between my 401(K) and Roth TSP combined. I seemed to remember TurboTax giving me a caution about having gone over and I had always assumed that I had paid the penalty. But, now going back and looking I do not see a 5329 filed in 2018. So, I assume I need to do that now, for 2018-2022. The website says I can’t amend 2018, only 2019-2021. Is there a way to do it through Turbo Tax, and does impact State filings too?
February 10, 2023
11:50 AM