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Retirement tax questions
2nd Code P is for taxable in prior year, i.e. 2021
Since Vanguard moved the Roth IRA fund ($5,361) to a brokerage account and we didn't receive any money. Line 2a taxable amount is 0.
Vanguard asked my husband to amend his 2021 tax. Do we need to amend it and what form should he submit to IRS?
Thanks.
‎January 21, 2023
6:11 AM