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Get your taxes done using TurboTax
No, you would only indicate a 'Substitute 1099-R' if you were unable to get a Form 1099-R or W-2.
Follow the instructions for creating the 1099-R for Removal of Excess Contribution as given.
Click this link for more info on Form 4852.
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‎February 11, 2021
6:20 PM