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Retirement tax questions
You said that you got the Form 1099-R in 2022, which would seem to suggest that the form was a 2021 Form 1099-R that was reportable on your 2021 tax return, but the rest of your post seems to imply that the form was a 2022 Form 1099-R. To be clear, which year is on the Form 1099-R?
Does the form show the same amount in box 2a as is in box 1?
How must investment gain or loss accompanied the distribution of the excess?
May 7, 2024
1:52 PM