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Crazy tax lady
Level 2
April 30, 2020
Question

Excess Roth contributions and Form 5329

  • April 30, 2020
  • 1 reply
  • 15 views

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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1 reply

Just-Lisa-Now-
Just-Lisa-Now-Intuit Community Champion
Intuit Community Champion
April 30, 2020

I had to do this years ago for someone that was making ROTH Contributions (he was over the income limit) but never mentioned to me that he was making the contribution...we just mailed in the 5329s stand alone with the penalty amounts.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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