- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Thank you both for your quick and timely responses.
A few follow-up questions:
- Given the Roth IRA contribution wasn't explicitly reported in my 2018 return, I don't see Form 5329 (or any penalty paid) as part of the package that was filed. Do I still need to prepare and file a revised Form 5329 with the amended return?
- Any idea what steps (if any) need to be taken to amend my state return (California)?
‎September 5, 2019
4:14 PM