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Retirement tax questions
Early 40's. I unexpectedly hit the MAGI limit and all of my 2020 roth contributions were ineligible and thus had to withdraw and move them to taxable account. Vanguard said the withdrawal 1099-R would come next year so I just want to make sure I'm not going to make things more confusing or difficult in future.
‎February 24, 2021
3:32 PM