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Retirement tax questions
Thank you! So basically I'm choosing to enter the information manually now OR wait til I get the official 1099-R, but I would not do both?
Is there any benefit/disadvantage to waiting to get my real 1099-R? Specifically..
(1) Since this is correcting for an excess roth IRA contribution, would there be any additional fees for not reporting this now vs. next year?
(2)Would state-submission still be by mail if I wait until next year?
March 28, 2021
7:29 AM