Retirement tax questions

Apparently after you timely removed the excess you failed to tell TurboTax in the IRA contribution  interview that it was removed so it carried forward as an excess for each year.  If still there then go to the contribution interview and click through to you get to the prior years excess and show that it has been removed and is zero.

 

If you had a  5329 form for 2017 - 2019 with a 6% penalty for each year then you can amend for those years and get a refund of the penalty paid.   (Note for 2017 the amended return must be postmarked before midnight today or it will be to late for a refund.)

**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.**