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Retirement tax questions
Depending on the complexity and number of years involved, you may want to consider having the amendments done by a professional tax person.
It's not clear what you mean by "due to listing 401 K info instead of Roth account info". If you can provide more info, we may be able to give you more specific advise. There is a three year limit for claiming a refund, but no limit on far back you have to go when you owe the IRS.
Taking money out of a 401k is usually taxable (and if you are under age 59-1/2, usually subject to an additional 10% early withdrawal penalty). Distributions (withdrawals) from a Roth IRA may or not be taxable, depending on how much you originally put in and other factors.
‎October 26, 2019
6:49 AM