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Retirement tax questions
I called IRS and as per them, I don't need 1099R or 4852 form. Just include excess deferral and earnings to the income. And then later I found following answer.
@MinhT1 Can you please help? You have mentioned, "What you earned will be covered by a 1099-R for the following tax year and will be entered then as a normal 1099-R". The earnings $1.5, I have received, is interest income without any investment activity. What should I do?
‎July 9, 2020
5:02 PM