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Get your taxes done using TurboTax
@ThomasM125 @macuser_22 I called Vanguard. It turned out that I did not correctly remove the excess contribution. The excess contribution was successfully removed today. That is why I never got a 1099-R. Correct me if I'm wrong, but it sounds like I will not be able to resolve this until tax year 2021 and will pay a penalty then. That is fine. It is unclear if I need to amend my 2019 taxes at any point though? Thanks for your help!
‎April 16, 2021
4:54 PM