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Retirement tax questions
Hi Dave,
I made excess contributions to a Roth IRA for 2021 and removed them prior to filling my 2021 taxes. I got my 1099-R and entered in my withdrawals and earnings into TurboTax. Form 5329 didn't populate. Do I need form 5329 in this case?
Thank you so much!
‎February 13, 2022
7:11 PM