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Retirement tax questions
Thanks very much DanaB27.
Since I have not filed my 2021 taxes yet and the contribution/distribution occurred in 2022. Wouldn't it be more beneficial (less complicated) to:
- file my 2021 taxes with no reporting of contribution/distribution
- file my 2022 taxes, using the 2022 1099-R, reporting non-taxable distribution
March 13, 2022
1:19 PM