DanaB27
Expert Alumni

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)

 

@dpreas2017

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