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Retirement tax questions
A few follow up questions as I have the same situation - did return of excess 2020 contribution and 1099R will only be available Jan 2021. Per this thread it looks like I must submit a 1099-R myself.
1. Turbotax Premier Desktop is suggesting Form 4852, is that really needed?
2. Do I need to fill 5329 myself and where is that option?
March 20, 2021
7:31 PM