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Retirement tax questions
Thank you DanaB27 for responding my questions!
No, I did not have an excess contribution for 2021. I didn’t see a form 5329 and no penalty indicated on my returns. But on my 2022 and 2023 tax returns, I did see a line showing as “2021 conversion contributions taxable at conversion $7000 (which was my contribution limits for 2021)”. I did not do any conversion contributions at all.
Do I need care about this?
Thanks again!
April 9, 2024
11:40 AM