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Retirement tax questions
Since I filed my 2019 tax return without a 2019 5329, can I file it (2019 5329)with my 2020 tax return I am completing now?
Or must I provide a copy of my previously filed 2019 along with the 2019 5329.?
Sorry to belabor a point, but your reply assumes one has not yet filed a 2019 return. It seems redundant to send the IRS an already filed 2019 tax return which they will have in their records.
It all arises from the fact that I did not take a rdm for a 2019 already filed tax return. It is now 2020 however the 2020 5329 does not apply to my situation.
March 5, 2021
1:17 PM