- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
You have to file a Form 5329 in the year for which you make the distribution, which is 2025 it seems here. If there were earnings on the account, they should be reported in the year the excess contribution was made, so that is why you were informed that you may need to amend your 2023 tax return.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
a week ago