Retirement tax questions


@kvkeee wrote:

But I won't get the 1099-R until next year. How do I report it now on my 2020 return?

If I don't report it (1099-R) now, then I have to amend my 2020 return next year?


You already did if you have a 2020 8606.  Nothing else to do.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**