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Retirement tax questions
another related but different question (for past years):
Let's say I receive a 2019 1099-R for excess contribution removal with a taxable gain (box 2a has positive number) and code PJ, this means the taxes apply to 2018 and I must ammend my 2018 taxes to add the form. Am I correct that I DO NOT also enter that form into my 2019 taxes? Basically, the tax form should only be entered for 2018 taxes only, right?
‎April 4, 2020
8:47 AM