MarilynG1
Expert Alumni

Retirement tax questions

Yes, if you received a new 1099-R from your financial advisor for 2021, you should probably add the new 1099-R in that section when amending.  It may have a code indicating it was a removal of excess Roth IRA contributions.

 

If you saved a copy of your 2021 tax return 'with all forms and worksheets' you should have Form 5329 in your original saved copy. 

 

You may no longer see the form after you Amend, if the penalty is removed. 

 

 

 

 

 

 

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