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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.
‎April 15, 2020
10:07 AM