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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?
‎February 4, 2020
6:08 AM