In 2018, I had an excess contribution to a trad of IRA of $3,128. I filed form 5329 and paid the penalty. In 2019, I contributed $3,872 (limit is $7,000). I want to carry forward the $3,128 from 2018 into 2019. My question is: what should Form 5329 look like for 2019?
Line 9: $3,128
Line 10: ? (should I include the carry forward portion in the total? If so, this line is zero.)
Line 11: should I include an RMD for a separate inherited IRA here? ($2,909)
Line 12: 0
Line 13: ?
Line 14: ?
Line 15: 0
Line 16: 0
Thanks!
