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Retirement tax questions
Hi Thanks for the reply. No 5329. When I did the amended 1040X for 2021 I reduced the SEP-IRA contribution to what it should have been in the step-by-step form. Should I have l left it with the over amount?
How do I take care of the 6% penalty without the 5329 form?
Do I still enter the substitute 1099-R if no 5329?
Thanks
‎April 8, 2023
11:28 AM