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Retirement tax questions
I did not make any further contributions to either the Roth or the trad IRA past Dec 2020. I do have contributions in 2018 and 2019 that are also ineligible. I understand I need to file a return of excess for those years. It turns out I was over the income limit then as well. I understand I need to go back and file a Form 5329 for those 2 years and pay the 6% excise. Can this be done through Turbo Tax as well or do I need to fill them out manually and mail them in?
‎January 3, 2024
10:36 AM