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Retirement tax questions
Got it. So no need to amend now since I removed my excess contributions already (and didn't initially report them), and have no related earnings to report as income since it was a loss. And then optional as to whether I'd like to amend 2022 when I receive the 2023 1099-R in 2024, which boils down to my preference. I have all that right?
March 24, 2023
1:07 PM