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Retirement tax questions
I don't have a 5329 on his 2021 tax return because my husband didn't know Vanguard put his contribution into Roth IRA by mistake. The money should go to brokerage account. Item 7 distribution code on 1099R is J, P.
If I amend his 2021 tax return and add this 1099R, indicates the code J, P, will this create a 5329? Thanks.
‎February 3, 2023
9:21 AM