About Ptrick52

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Re: 1099-R due to over funding need to Amend Previous Taxes

Something still doesn't seem right in filling out 1099-R as a part of the 2018 amending. 2018 1099-R, Box 7, when I select "P" it states "P-Return of contributi...

Ptrick52

15

Updated Apr 15, 2021
Re: 1099-R due to over funding need to Amend Previous Taxes

Perfect! Thank you so much!

Ptrick52

16

Updated Apr 15, 2021
Re: 1099-R due to over funding need to Amend Previous Taxes

Perfect answers - Thank you so much! Additional questions we are almost there:Question 4: 2019 1099-R should be filed under 2018, and then Amend the tax return...

Ptrick52

18

Updated Apr 15, 2021
Re: 1099-R due to over funding need to Amend Previous Taxes

Still looking for clarification: Since I currently have a 2019 1099-R, box 1 with $800, Box 2a $0.00, Box 2b unchecked, Box 7 PJ. This was due to maxing out 201...

Ptrick52

20

Updated Apr 15, 2021

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Date Registered	‎February 9, 2020 9:24 AM
Date Last Visited	‎February 19, 2024 10:11 PM
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