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Had to do an excess of return on my IRA the money it earned for a prior yr return. I am over 59 1/2. I amended prior yr return w/ 1099-R. Do I need file a 5329 also?
When I amended my return and put in the 2020 1099-R data into my amended 2019 return it never asked me about a 5329 but I am still wanting to know if I need to file a 5329 or not for my situation.
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‎January 27, 2021
3:29 AM