- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Thanks for the reply. Even though the 1099-R is for 2019 I have to include it in the 2018 filings? Prior to filing my 2018 taxes I had called the IRS and they mentioned to me that when I received the 2019 1099-R that I would just mention "a withdraw contribution that wasn't eligible in 2018" and that would be enough. I'll give them a call tomorrow and confirm.
Thanks for the help
ā€ˇFebruary 9, 2020
6:19 AM