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Retirement tax questions
You would have to to indicate that any excess contributions from a prior year was credited to the current year and the box will appear as shown.
When you go through the input screens, there would be a box to enter the excess amounts from prior year then excess amount withdrawn, you would hit no, then to the next screen how much excess to the current year, next screen hit no, and then to the screen of Tell Us the Value of All Your Traditional IRA accounts from 5498.
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‎February 16, 2023
1:44 PM