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Retirement tax questions
Thanks so much for looking at this @macuser_22. I made the same assertions to Betterment Support. After a couple rounds, their final reply was:
You will need to report that using the 1099-R form as issued, because Betterment does not report the taxable amount for any IRA transactions.
Are you in essence saying filing Form 4852 is the correct, and only, way to handle this situation?
BTW, you do have the years right. I am trying to amend my 2019 return.
‎August 29, 2021
10:54 AM