- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
@fanfare - you stated that,
You have to file 2023 Form 5329 showing the resolution of the excess: Will TT help me with this?
Or any remaining excess if you did take out all the excess: $7K was the excess contribution, but the shares were sold at a loss for $5K at withdrawn. That is "acceptable", correct?
Also, do I have to report the 2022 excess contribution since I withdrew it in March 2023 BEFORE the 2022 tax filing deadline?
‎February 12, 2024
12:53 PM