niko6266
Returning Member

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