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dmertz
dmertz
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Retirement tax questions

Four different Forms 1099-R, one for each year.  Excess Roth IRA contributions are reported on Part IV.

 

https://www.irs.gov/pub/irs-prior/f5329--2017.pdf

https://www.irs.gov/pub/irs-prior/f5329--2018.pdf

https://www.irs.gov/pub/irs-prior/f5329--2019.pdf

https://www.irs.gov/pub/irs-prior/f5329--2020.pdf

‎March 23, 2021 5:49 PM
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