Hi Irene:
Here’s my situation:
Gross Distribution on Tax year 2020 Form 1099-R is $3,193.75. This consists of the following:
A- 2019 RMD $1,441.36 distributed in 2020, this amount was claimed on my 2019, Form 1040-SR on Line 4-B as Taxable Income and I completed a Form 5329 with attachments. I Did not receive a Form 1099 in 2019 from USAA Financial Services. An automatic deduction was expected but never took place.
B- 2020 RMD $1,752.39 was distributed in 2020 and being claimed on Form 1040-SR as taxable income.
I completed the 1099-R Turbo Tax Distribution from Pensions, IRAs, ect form for this pension and included the above statement. Will this Turbo Tax Form be included in my E-file to Feds. Also, I wanted to include a copy of my 2019 1040-SR with the return. Can I do this?
Thanks
