I don’t have a substitute W-2, not sure why form 4852 was created. I have excess roth ira contributed in 2023 and removed in 2024. Do i need to complete the 4852 form?
When Turbotax say, tell us which 1099-r you have, i check the box that says “Form 1099-R, withdrawal of money from 401(k) retirement plans, pensions, IRAs, etc.
Do I check the box that say “i need to prepare a substitute 1099-R.” Checking or not checking this box determine if Turbotax will generate the form 4852?
