user17581396133
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Hi,I am preparing to send the Form 5239 for 2023 as a standalone. Is it fine to use IRS direct pay instead of sending a check? In that case, what address should...
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Thanks@Katie-P/ would I need to just pay 6% on the excess or on excess+interest? If so, how would I determine that? And can I file form 5329 through turbo if I ...
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Thank you @Katie-P. Yes, I did put the excess amount from 2023 in the form 5329 of 2024, part IV line 18 but I never filled 5329 in 2023. So my next step would ...
Activity Feed for user17581396133
- Posted Re: Roth IRA excess contributions in 2023 on Get your taxes done using TurboTax. a month ago
- Posted Re: Roth IRA excess contributions in 2023 on Get your taxes done using TurboTax. September 17, 2025 3:30 PM
- Tagged Re: Roth IRA excess contributions in 2023 on Get your taxes done using TurboTax. September 17, 2025 3:30 PM
- Posted Re: Roth IRA excess contributions in 2023 on Get your taxes done using TurboTax. September 17, 2025 2:06 PM
- Tagged Re: Roth IRA excess contributions in 2023 on Get your taxes done using TurboTax. September 17, 2025 2:06 PM
- Cheered Re: Roth IRA excess contributions in 2023 for Katie-P. September 17, 2025 1:57 PM
- Posted Roth IRA excess contributions in 2023 on Get your taxes done using TurboTax. September 17, 2025 1:11 PM