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Get your taxes done using TurboTax
#2) You file a 5329 form for 2018 & 2019, not a 1099-R.
You're right - my mistake, I meant 5329.
"Why do you have a 2019 1099-R? You did not say that you were issued a 2019 1099-R. What was removed in 2019?"
I didn't receive a 2019 1099-R - nothing was removed in 2019. I apologize if my statements implied such.
I am still trying to understand your response to #1) below and may reach out to you if I have further questions.
Thanks for your help.
‎July 11, 2020
8:56 PM