Difficulty with Form 5329 excess roth ira contributions due to a rollover
Hello,
I'm manually filling out 5329 to report/pay an excise tax for 2022 on roth ira overcontribution. It's only an excess contribution based on a rollover from a roth 401k that had an overcontribution. My issue is line 1 explicitly says not to include rollovers or conversions on Line 19. Fine but I see nowhere on the form to input it elsewhere. Anyone know how I would report it?
posted
March 2, 202412:08 PM
last updated
March 02, 202412:08 PM
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