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Retirement tax questions
Could you please review the question here?
The excess amount was contributed in 2020 and has been withdrawn in March 2021. Assuming IRA trustee will not provide the 1099-R this year, if I want to create the 1099-R form for 2020 filing, do I need to use code 8 or P in box 7 to report it for 202 return?
‎April 10, 2021
3:44 PM