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Retirement tax questions
In TT, I checked I do not have a 1099-R and it led me to a substitute 1099-R where I entered taxable income section. I just am not sure this is the right method so as to coordinate with the actual 1099-R issued in 2022 for the 2020 excess contribution + gains. It's where to report the gains without a 1099-R is what is dogging me...
March 10, 2021
8:50 AM