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Retirement tax questions
Hi,
I've inputted a new 1099-R, for box 7, I selected "8 - Return of contribution taxable in 2023". Please see the snapshot below. (Have negative earnings, the excess contribution for 2023 is $4000)
However, Form 5329 is still generated (see snapshot below). Is there any other form or place that I can input to avoid generating additional taxes?
Thank you!
‎August 15, 2024
6:39 PM