Anonymous
Not applicable

Retirement tax questions

Sorry  for the dumb questions.  So I won't have to file an amended return if I wait until I receive the 1099R and report it in 2020's taxes correct?  I was also told to report the $7500 contribution ($1500 excess) and create a place holder or mock 1099R this year to get it out of the way.  Do you have a suggestion as to which way is better?