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Retirement tax questions
Hi guys, I am in similar situation except I am under 59 1/2 years old. When filing out this mock 1099-R data entry section, do I still need to enter on "Deductions and Credits" the original contributions made and contributions withdrawn before due date? OR should I treat this section as "None of the Above" for having made a contribution for Roth IRA since I am filling out this mock 1099-R form for box 1, box 2a, and codes J and P?
‎June 4, 2019
11:06 PM