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Retirement tax questions
No I have never had to file 5329. I only contribute $600 a year to my Roth and the part time job income always more than exceeded it. 2020 was the end of that job so only ended up with $456 in income.
I did go back and look at my 2019 return to be sure and no 5329 exists.
I'll go back to TT after the entry of the 1099-R and go through it line by line and see if I can find where it asks that question.
March 7, 2021
3:26 PM