JulieS
Expert Alumni

Retirement tax questions

We'd love to help you complete your tax return, but need more information. Can you please clarify your question?

 

Do you mean that you have your 2022 tax return and it doesn't include Form 5329? If your 2022 doesn't include a Form 5329, you either don't have excess contributions or you didn't report them last year. 

 

Or do you mean that you don't have your 2022 return?

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