Retirement tax questions


@shiwens wrote:

 

- When I'm asked to enter Roth IRA contributions for 2019, it says not to include the amount entered on Form 1099-R. Does that mean I enter $6000 - $1,269.53?  However the amount includes earnings, not just contribution.

 

 


The code "8"  means that it was a 2019 contribution returned in 2019 so that is like you never made any Roth contribution at all, so do not enter anything in the IRA contributions section.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**