uk05
Level 3

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?