Retirement tax questions

@dmertz 

 

Sorry, I misread your post. I see what you're saying now. the 21, 22 and 23 excesses carried into this year so another 5329 will have to be filled for those next year.

 

One last question (hopefully). Do I need to submit 1099Rs along with the 21, 22 and 23 amended returns, or do they just want one for the NIA gains in 2024?

 

Grateful for your input!