gman125
Returning Member

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?