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After you file
your tax expert could not have filed a correct 2022 return without your amendments in place
UNLESS
she ASSUMED you will be doing it and filed as if your amendments for the prior years were filed.
your excess is carried forward on Form 5329
Look at your 2022 Form 5329 Line 18 for a Roth to see what excess you show being carried from 2020 and 2021..
‎September 13, 2023
12:07 PM