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Get your taxes done using TurboTax
you are correct since the 2020 excess was removed before the filing deadline there is nothing to report.
you won't get a 1099-R for the removal of the excess until 2022 which will be for 2021 since that's the year you removed the excess and transferred the max from 2020 to 2021
March 26, 2021
1:01 AM
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