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.