DanaB27
Expert Alumni

Retirement tax questions

Yes, if you didn't have taxes withhold in box 4 or replaced the paid taxes with other funds to get back to $30,000, then 

B4 $30,000

B5 should be checked

B6 shouldn't show any value.

 

Otherwise, if you had for example $3,000 taxes withheld in box 4 and didn't replace it with your other funds, then

B4 30000

B5 wouldn't be checked

B6 $27,000

 

Yes, please review your entries if you had taxes withheld in box 4. If you did, then answer the questions on the "How much money did you actually deposit" screen carefully.

 

 

Yes, if you verified that you had didn't have an excess contribution in 2018 then you can delete the entry on Form 5329.

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