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Retirement tax questions
Thanks! I have one more clarifying question. You mention I will receive the 1099-R in 2021 from my banking institution, so does that mean for filing the taxes this year (for 2019) I do not have to input any forms, etc related to the Roth IRA? I had assumed that because the excess contribution + earnings were for the 2019 year, that I would need to file that information for this year's tax return?
ā€ˇFebruary 15, 2020
1:29 PM