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Retirement tax questions
Dmertz: I figured it out, spoke to a TT CPA. she helped me . It seems somehow IRA was selected in my tax form.
As far the interest amount reporting is concerned, that needs to be reported in the year the amount was taken out, i.e 2020. For 2019 I need to report only the excess amount I contributed.
Thanks again for your help
Kevin
‎July 12, 2020
9:57 AM