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Retirement tax questions
Hello mertz,
Thanks I will be doing this:
File 2018 Amendment with details in Line 4a and Line 4b
(No Schedule 4 or Form 5329 as excess contributions were removed within 6 months after 2018 Tax Return Due date (viz. April 17, 2018)).
Attach 2019 Form 1099-R received from IRA account
In my case, this was not a pre-withdrawal from IRA account, post-tax funds contributed to IRA was done as a mistake and transaction was reversed as soon as possible once error was realized.
Your guidance is very helpful.
Thanks.
‎April 25, 2020
6:19 AM