Guest Peggy806 Posted December 11, 2009 Posted December 11, 2009 Just wanted to make sure of what date to put in 5330. Excess aggregate contributions were for plan year 2008, not distributed by 3/15/09. The 5330 will be filed this week with the 10% tax. Do I enter this year as the dates or do I enter 2008 for the filer tax year?
JanetM Posted December 12, 2009 Posted December 12, 2009 You should use the date the excess contribution was made. www.irs.ustreas.gov/pub/irs-pdf/i5330.pdf JanetM CPA, MBA
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