Jonness
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I corrected my error with the prior year Roth contribution and electronically filed the forms.I saw code 21 on line 2 of the 5329.Thank you so much for your hel...
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I learned some additional information that you might find interesting. It appears the online form has been updated for the section: "Did you use your IRA to pay...
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I ran into a couple of issues with the online Turbo Tax software. I entered the 1099-R information as suggested. I also entered $20 for Other Reason exception. ...
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That makes perfect sense. Thanks so much for your help!
Activity Feed for Jonness
- Posted Re: Miscalculated Excess Contribution and withdrew too much money from Roth IRA on Retirement tax questions. October 9, 2023 9:20 PM
- Posted Re: Miscalculated Excess Contribution and withdrew too much money from Roth IRA on Retirement tax questions. October 9, 2023 7:19 PM
- Posted Re: Miscalculated Excess Contribution and withdrew too much money from Roth IRA on Retirement tax questions. October 9, 2023 6:29 PM
- Posted Re: Miscalculated Excess Contribution and withdrew too much money from Roth IRA on Retirement tax questions. October 8, 2023 12:11 PM
- Posted Miscalculated Excess Contribution and withdrew too much money from Roth IRA on Retirement tax questions. October 8, 2023 7:49 AM