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Retirement tax questions
@DanaB27 Thank you for the response. In reviewing my 2018 tax return, it appears I submitted a substitute 1099-R via Form 4852, noting the return of excessive contributions in 2018 that will be reported via a 2019 1099-R. Thus, I should be good with the IRS from a 1099-R reporting perspective.
To clarify your response, I fix my 2022 return via the "Do you have any Excess Roth Contributions" screen, then I amend 2020 and 2021 to remove the penalty by the same process. No action is needed with my 2019 return. Is this correct?
And thank you again for your answer.
March 20, 2023
9:03 PM