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?

 

@DanaB27@dmertz