dmertz
Level 15
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Retirement tax questions

You must amend your 2022 tax return to remove the penalty originally reported on Form 5329.  Your corrected Form 5329 needs to have zeros where there were previously dollar amounts in Part IV.

 

In 2023 TurboTax you need to go through the Roth IRA contribution section and tell TurboTax by deleting the amount carried over that you made no excess Roth IRA contribution in previous years.

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