iraquestions
Returning Member

Retirement tax questions

To clarify, are you saying I should NOT do the mock 1099-R, and only do the IRA contribution interview process described below? That means I will be required to amend my 2019 return next year?

 

If so, I will do the interview section again. I've tried previously and gotten errors. I'll follow the steps that you have outlined below, and if I run into the error again I'll submit another post.

 

I may have added to the confusion by mentioning a 1099-R with code R - are you saying that you expect I will get a form of this type next year?

 

Thanks again! I appreciate your support and patience.