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Retirement tax questions
pcarlson9, you said that the excess contribution of $144 was made for 2020, not 2019. Do you have a 2019 Form 5329 showing an amount on line 24? If not, you mistakenly entered the $144 when TurboTax asked if you had any excess contributions for years prior to 2020.
March 7, 2021
2:43 PM