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Retirement tax questions
Thanks! For the 2023 Amedment, where does the Form 5329 show up so I can review and see the amount? I can't find the calculation screen again that showed this.. For the 2024 return, this is the number I enter on the 2024 as excess? For 2024, I have already made my max contributions. Do I pay the penalty on the excess in 2024 and also withdraw the excess from my IRA as a regular distribution? Thanks so much!
‎April 1, 2025
9:01 AM