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Retirement tax questions
Excess distribution? Are you asking about a return of excess contribution? If so, Form 5329 might not be involved at all:
To what kind of account was the excess contribution made?
For what year was the contribution made?
In what year was the contribution made?
Has the account experienced investment gains subsequent to making the excess contribution?
To what kind of account was the excess contribution made?
For what year was the contribution made?
In what year was the contribution made?
Has the account experienced investment gains subsequent to making the excess contribution?
‎June 5, 2019
2:52 PM