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Get your taxes done using TurboTax
I was doing a final check of my return and wanted to confirm - Under the "Wages & Income" section, where it asks "Did you receive any retirement income for 2020?", I answered no and did not enter any 1099-R's (for the 3 1099-R's received so far). The only information I entered about the recharacterization and excess withdrawal was under the "Deductions & Credits" section (in both tax returns 2019 and 2020).
Just wanted to confirm this is correct.
Thanks so much.
March 13, 2021
3:09 PM