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Retirement tax questions
Right or wrong, I decided to report the gain (or loss) from my excess ROTH IRA contribution on line 21 (Other Income) on Form 1040 once I reported the excess contribution to the account using the IRA contribution worksheet and Form 5329-T. It was simply the easiest place to recognize the gain since I would not be receiving a 1099-R until Jan 2019.
‎June 4, 2019
9:14 PM