Retirement tax questions


@epcot wrote:

Yea, it does say 8J but then has the exact same amounts in box 1 and 2a. Hope my printer's ready to mail this out to the state ðŸ¤¡

 

Thank you for your help on this. I've quickly learned to... quite dislike Betterment


Box 2a on a 8J should only contain any earnings attributed to the excess, not the total excess.

 

 

**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.**