DanaB27
Expert Alumni

Retirement tax questions

Yes, if you requested the return of your 2021 contribution (usually it plus earnings but you stated you did not have any) with your financial institute you will get Form 1099-R which has to be reported but since you did not have any earnings it will not be taxable.

 

You will not enter a contribution in the IRA contribution section. Therefore, Form 8606 will not be created.

 

@shr22

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