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Deductions & credits
Thank you @dmertz . So, there is no need to amend 2020 & 2021 tax returns. I need to file form 5329 for 2020 & 2021. I need to report the regular distribution on my 2022 tax return by submitting the substitute code-J Form 1099-R (Form 4852). That's it?
March 15, 2023
11:04 AM