Retirement tax questions


@David0506 wrote:

Thank you for your reply, so I just need to amend the 2019 tax return and use form 5529 to pay my 6% penalty tax.


Yes and enter the 1099-R on the 2020 tax rerturn.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**