Crazy tax lady
Level 1
04-30-2020
12:50 PM
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I have a new client who has excess Roth contributions for 2016 to the present. I need to file Form 5329 for 2016, 2017, and 2018. The client previously filed those returns on time. Do I need to file Form 1040X and attach the 5329 Form to each of those years? Or can I correctly file Form 5329 as stand-alones? The IRS instructions are confusing.
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