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Get your taxes done using TurboTax
Hi,
I have the same situation for excess IRA contributions in 2020. I have requested my 2020 unallowed contribution+earnings refund, which will be paid to me in 2021. Can I enter this on my 2020 tax filing?
I will not yet be issued a 1099R but i will know the Gross distribution and taxable amount.
If not then I have to wait until I receive a 1099R in 2022 for 2021 and amend 2020?
Thanks
‎February 2, 2021
11:31 AM