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Retirement tax questions
Thanks to everyone for the replies. Just a clarification , that you meant 2020 and not 2019 in the statement here
"Enter the explanation for the excess contribution and that you are reporting a 2021 1099-R on your 2019 tax return to avoid having to amend in 2021."
Rgds
Ned
‎February 1, 2021
9:00 AM