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Retirement tax questions
Thank you for your reply.
Yes, when I filed my 2023 return there was no mention of the IRA contribution since I contributed this 2023 contribution of $7500 after filing my return.
The custodian has provided a form 5498 for the IRA contribution and also a letter about the return of excess showing the amount contributed and the amount returned. So, just to confirm, I don't have to file any form now or in 2025 (when the custodian will provide a 1099-R)?
May 19, 2024
5:23 AM