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Non Deductible IRA Contribution and Form 5329
In 2018 and 2019 Non Deductible IRA Contributions had been made because we made to much to contribute to the IRA. Form 8606 was completed in 2018 and 2019 for the Non Deductible Contributions. Except for 5329 was not completed in 2019, 2020 and 2021. After review, no additional taxes were due, should we still file amended returns for those years and simply complete Form 5329 for 2022? The Non Deductible amounts were $3,000 and $1,000
‎February 17, 2023
12:10 PM