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Retirement tax questions
Hi! I looked back and my belief is correct. The amount returned from the IRA in calendar year 2016, and what I put into my Roth instead, was a contribution I made in December of 2015 for the 2016 calendar/savings/contribution year. Since my 2015 taxes don't show a IRA contribution I believe I don't need to refile but that's why I'm asking... it all gets a bit confusing!
‎June 4, 2019
11:09 PM