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Retirement tax questions
Hi,
I have the same problem w/ Pam18. My 1099-R: box 1 and box 8 have the same amt. Box 2a = $0. Box 7 = W. Turbo Tax created Form 5329-S using the Line 2 exception code 12; Is this correct? I am 60 yrs old. Do I need to report this 1099-R? or Report 1099-R and Form 5329-S. Thank you so much!
‎February 9, 2021
9:08 PM