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Retirement tax questions
Thanks for the guidance, macuser_22.
Since I've already filed my 2020 tax return, should I file an amendment for it this year before the deadline (i.e. once it's been accepted / rejected by the IRS & the option is available in TurboTax), or wait until Jan 2022 when I get the associated 1099-R that breaks everything down?
If the latter (Jan 2022), I would be filing three returns, correct?
2019 - 1040X (amend)
2020 - 1040X (amend)
2021 - 1040
Would that include both federal & state?
And does it matter that during the 2019 & 2020 year I lived / worked in Illinois, but in Jan 2021 when I withdrew the funds via the excess contribution I now live / work in Indiana?
‎February 4, 2021
12:45 PM