kparekh
Returning Member

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.