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Retirement tax questions
If you received a 2019 code R 1099-R then what they told you was incorrect. They did indeed report it as a 2018 characterization so it really was a 2018 contribution and reported that way.
**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.**
May 19, 2021
12:07 PM