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Retirement tax questions
Thanks for all the info. I thought the 2017 excess penalty would be taken care of on the 2018 taxes but now realize I do need to amend my 2017 tax return for this.
I agree with the numbers don't make sense. Now I realize that I had the 2 1099-R forms mixed up. The 2017 Roth 1099 has distribution has code T and 2018 Roth has code J8.
All set now
I agree with the numbers don't make sense. Now I realize that I had the 2 1099-R forms mixed up. The 2017 Roth 1099 has distribution has code T and 2018 Roth has code J8.
All set now
‎June 1, 2019
1:14 PM