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After you file
I know I can remove excess contributions. Already did. My question is how to report it to IRS? I don't want to wait until October to file an amended return. I need to know sooner if I have to file an amended return, or if everything is OK now and I don't need to file amended return. And if I have to include 5329 - how to do it. TurboTax does not add 5329 to my original return. I just went through the whole "amend my return" flow in TT, confirmed that all my answers are correct, and 5329 is not there in the amended return either.
So the question is now: if I put more into Roth in 2022 and then withdrew the excess - do I need to file 5329? TT does not add this form.
Thank you.
March 26, 2023
11:39 AM