Retirement tax questions


@butimnotachef wrote:

For the excessive contribution removal before tax filing, under what case should we be filing a form 4852? turbotax mentions if you haven't gotten 1099-R that you may want to use this so I'm confused between doing this and just filing a 1099-R? 


4852 is a substitute form W-2.  You would never file that in connection with a removal of excess IRA contribution.