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After you file
Thanks for all of this information.
I over contributed in 2020 and 2021 to my IRA Roth. I removed the contributions and my tax expert reflected this on my 2022 tax return with the 5329 form; however she is saying I need to file amendments for 2020 and 2021 to reflect these overcontributions.
-What part of the 1040x form do I fill out to reflect this for each year and generate the 5329 for each year?
‎September 13, 2023
9:20 AM