- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Amend return ESOP exclusion
I need to amend 2019 & 2020 tax returns. We weren’t supposed to have the additional 10% tax on early distribution from ESOP since it’s excluded seen below:
- Distributions of dividends from employee stock ownership plans.
Which form do I use? I have the 1040x. I only filed with TurboTax the last 2 years and they can’t be done electronically for 2019 & 2020 - have to do them manually.
Topics:
April 12, 2023
9:56 AM