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Retirement tax questions
Big Mistake on my part - Excess Distribution should be Excess Accumulation. I have an Excess Accumulation for tax year 2016. I have prepared a Form 5329 requesting penalty waiver and will receive the 2016 Excess Accumulation later in 2017. How and where do I self-report the 2016 Excess Accumulation on my 2016 tax return still to be submitted?
‎June 5, 2019
2:52 PM