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Retirement tax questions
Thanks for the prompt response.
For 2020 we owe $840 and for 2021 we owe $1680.
Actually, 2022 has been filed already. We withdrew $21,000 each (2020, 2021, and 2022) before April 18 deadline but it is not reflected on the 2022 return. The amended return will show 2 contributions of $7000 and also 2 withdrawals of $7000. The actual amount of the withdrawals is less than $7000 since it includes the attributable loss for the 2022 contribution.
So you are saying I will show the withdrawals for 2020 and 2021 on my 2023 return? Or do I include them on my amended 2022 return?
‎July 1, 2023
3:24 PM