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Retirement tax questions
Thank you for this information, It looks like it worked, although I've left the excess withdrawn as $6500. But should I put the amount of the actual withdrawal which was less than my contribution due to losses or the full $6500 I initially contributed, on the "enter the excess contribution withdrawn" line?
And do I still enter the 1099-R information with the same amount as I will be getting one next year and it will show the withdrawal of $4352.59 with a separate paper explaining the loss of $2147.41?
I really appreciate your help!
‎April 6, 2024
7:07 AM