RobertB4444
Expert Alumni

Retirement tax questions

I would assume that you entered $6000 on your 2020 return already and did so without the 1099-R, correct?  If not then you need to go back and amend your 2020 return to do so.

 

Then you will enter the remaining $6000 - just the 2021 distribution - into your 2021 return.

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