Retirement tax questions

"On your 2023 return you will pay the 6% penalty for the 2022 and 2023 excess."

 

Not if you paid the 6% penalty on your 2022 amended return.

 

 

the program I laid out is correct if  you are paying all outstanding penalties at once  in 2025

 

Yes this is confusing but you have to study and understand the Form 5329 to file correctly.

 

 

@burkes55