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Retirement tax questions
To confirm, you had removed the excess contribution for 2018 but incorrectly showed the 6% penalty on your 2018 return.
Unfortunately, the deadline to claim a refund on the 2018 tax return has passed.
“Generally, for a credit or refund, you must file Form 1040-X within 3 years (including extensions) after the date you filed your original return or within 2 years after the date you paid the tax, whichever is later.” (IRS)
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March 25, 2023
5:00 AM