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Retirement tax questions
Should I use my 2019 TurboTax program or open the 2019 return with my 2020 TurboTax program? I have a 1099-R for the excess contribution withdrawal in March of 2020 which has a 2020 date on it. Do I enter the information as it appears on that including the box 1 gross distribution of $7,449, the 2a taxable amount of $449 and codes P and J in box 7?
‎February 24, 2021
11:07 AM