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Retirement tax questions
Howdy Karla,
I had a similar question recently and it was answered quite handily. I'll pass it along.
Short answer: PJ
Long answer: https://ttlc.intuit.com/questions/4711299-how-to-report-excess-contribution-ira-distribution-no-1099...
Note that you will want to select "2019" when it asks you what year the 1099-R is for.
‎June 1, 2019
8:36 AM