JonnyEP
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Hmmm. To clarify the question, the 2024 1099-R is reported in the amended 2023 return, because the earnings were taxed in 2023.Therefore, that 1099-R should not...
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Also, last questions for@DanaB27:1. I believe I am supposed to include, at the top of the amended return, the following text "Filed pursuant to section 301.9100...
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Thank you so much for the help,@DanaB27![[EDIT: in fact, I did not encounter this drop down note, so you can ignore this question, thanks]]Just to clarify, in y...
Activity Feed for JonnyEP
- Cheered Re: How to amend 2023 tax return for excess Roth IRA contribution - form 1040x + 5329 for DanaB27. April 6, 2025 1:27 PM
- Posted Re: How to amend 2023 tax return for excess Roth IRA contribution - form 1040x + 5329 on Retirement tax questions. April 6, 2025 12:28 PM
- Posted Re: How to amend 2023 tax return for excess Roth IRA contribution - form 1040x + 5329 on Retirement tax questions. April 5, 2025 2:05 PM
- Posted Re: How to amend 2023 tax return for excess Roth IRA contribution - form 1040x + 5329 on Retirement tax questions. April 5, 2025 1:47 PM
- Cheered Re: How to amend 2023 tax return for excess Roth IRA contribution - form 1040x + 5329 for DanaB27. April 5, 2025 1:40 PM
- Posted How to amend 2023 tax return for excess Roth IRA contribution - form 1040x + 5329 on Retirement tax questions. April 3, 2025 7:36 PM