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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.
‎February 19, 2024
12:11 PM