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Retirement tax questions
I have a similar situation. I had excess in 2018, 2019, 2020 and 2021. I removed all excess in 2022 and filed 5329's for all 4 years with payments. In addition I filed a 1040x in 19 because the original return had a 5329 additional tax for education trust. I read that if a form changes it's best to send a 1040X. Is this ok?
‎August 26, 2022
11:18 AM