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Retirement tax questions
First Thank you for the info in this thread, I was able to use it to figure out how to handle my excess contribution for 2020.
But now that I am ready to finish up TT is telling me that I have to file form 5329 for tax on excess contributions or deductions? I am over 59 1/2 so shouldn't owe a penalty fee for early withdrawal. I removed my excess contribution and the earnings? Do I still have to file form 5329?
March 6, 2021
8:07 PM