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Retirement tax questions
You want to uncheck all boxes above the none of the above and "continue" to remove the contribution from the tax return since it was returned. You do not want anything about the contribution (that was not made) to go on the tax return other than any tax on the earnings that were returned with the contribution (reported in box 2a on the 1099-R) and the explanation statement.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
‎June 4, 2019
11:06 PM