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Retirement tax questions
Thanks for the reply!
Initial 5498-SA shows $8058. Below is the form I filled to have this excess processed. The title of the form is Excess Contribution and Deposit Correction Request Form
I checked the following and wrote the amount 8058-6917=$1141
Individual Contribution tax year correction. (Change INDIVIDUAL contribution from tax reporting year 2024 to 2025. Please note this correction can result in a corrected 5498-SA.
So do you think I will receive a 5498-SA corrected for 2024? or 2025?
4 weeks ago