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Retirement tax questions
If the amount that you contributed (which was over the allowed amount) was for the year of 2015, then yes, you will have to file an amended return. That is, if the 2015 tax program allowed you to deduct the greater amount. That is usually not the case. The program is set to compute the maximum amount that is allowed to be deducted on your return. If the correct amount was on the return, and you contributed more than that amount to the financial company, then they are simply returning your money. No need to file amended return.
‎June 3, 2019
12:09 PM