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Retirement tax questions
Thank you! Actually, I received 4 checks,
#1. 401K excess
#2. Income from the 401K excess contribution
#3. 401K Roth excess
#4. Income from the 401K Roth excess contribution
Hope I can report #1 + #3 as part of 2020 tax returns?
#2 + #4 should be reported as part of 2021 tax returns?
March 13, 2021
7:13 PM