neutron450
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@dmertzThanks for that link.I'm a bit puzzled by Part (e) Example 2.It seems to imply that if you filed your return before April 15th, then the date you filed i...
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@dmertzOkay so just to be sure I understand, invoking section 301.9100-2 would only be done if someone removed 2024 excess contributions after April 15th and be...
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@dmertzSorry, I misread your post. I see what you're saying now. the 21, 22 and 23 excesses carried into this year so another 5329 will have to be filled for th...
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@dmertzOkay, I think that applies to me. All the excesses were removed in March, so the 2024 contributions at least should be considered corrected before the du...
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@dmertzI found a paragraph (added below) that matches my scenario. It seems to indicate the last round of penalties and taxes on NIA gains would be dealt with o...
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