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#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.