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Retirement tax questions
without the "return excess with earnings" form. you did on your own a simple distribution which can be an early distribution depending on your age. do you still have the 1099-R for that? it may be online.
if you do all the other parts of a 60 day rollover/roth conversion but you don’t tell the receiving institution, did you actually do a rollover?"
Are you referring to making up for tax withheld?
I believe the answer is yes. maybe @dmertz wants to comment.
Sunday