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Retirement tax questions
additional info - I went back and looked at my 2021 and 2022 tax forms. I submitted an amended return for 2021 including/adding Form 5329, as well as submitting a Form 5329 in 2022. I believe my financial institution withdrew my 2022 excess contribution in March 2023 (at a loss). Do I ignore the 1099Rs I received from my financial institution?
‎February 7, 2024
9:42 AM