tqdq
Level 2

Retirement tax questions

Well there is not even a Form 5329 in the 2023 return, so it must be user-entered.  Also, I deleted my first amendment draft and re-entered numbers, ensuring that I found and entered the box for "removed excess contributions by April 15, 2025" and everything else reconciled.  I don't see the "Roth contribution credit" line anymore.   The numbers all look good and I plan to submit the amendment tonight!

 

Many thanks!