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How do I get distributions of Roth IRA for excess contributions for previous years to populate on Line 20 of Form 5329?
I don't have my 1099-R yet (will receive next year) and entered distributions as code J and P (since related to current year distributed before tax deadline and 2 previous years). I thought this would automatically populate Line 20 of Form 5329 but it did not.
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‎June 4, 2019
6:04 PM