Retirement tax questions


@stailor wrote:

What if I can't get a return prior to tax day?  Can I then use form 5329?


If it is a return of a 2020 contribution the  if you file yiur tax return on or before May 17, OR file for an extension by midnight May 17, then you have until Oct 15 to get the return of contribution.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**