@hkc wrote:
So, if I did an amendment to the 2019 Tax using the new 20201099-R for the ROTH excess withdrawal, I should delete it from the 2020 Tax? Turbotax automatically downloaded everything from my brokerage account.
Not necessarily of there was box 4 tax withholding, otherwise a code P 2020 1099-R will do nothing in a 2020 tax return other than instruct you to amend 2019.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
