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Retirement tax questions
@DanaB27 I think I generated the right 5329 form in 2019. Line 25 shows the additional tax of $360 from line 23 and 24 of the excess contribution. Can I just send only this form along with $360 check? Or do I need to send all the other forms?
Another question is: do I need to amend the state tax?
Thank you.
March 1, 2021
2:01 PM