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Roth 2019 withdraw excess contribution and earnings due to hight AGI. Fidelity will send me 1099R and earning report in 2021. how to i handle TT entry?
Roth 2019 withdraw excess contribution and earnings due to high AGI.
Withdrawal occurred in late Jan 2020, Fidelity will send me 1099R and earning report in early 2021 for tax year 2020.
I assume earnings will be reported in 2020 tax year.
how to i handle the excess contribution in TT entry for 2019?
Thanks for any assistance.
‎February 21, 2020
10:59 AM