About samrylewin

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Re: Reporting Excess SEP IRA Contribution

@RayW7 I should categorize this as a 2020 1099-R even though I recharacterized the excess contribution in 2021, correct?

samrylewin

1

Updated Apr 06, 2022
Re: Reporting Excess SEP IRA Contribution

Thanks, this is helpful. Should I still report the full SEP contribution for 2020 (including the excess)? Also, should I still enter the 1099-R on my 2021 taxes...

samrylewin

Updated Apr 06, 2022
Solved Yeah, this just happened to me. Has anyone had any luck g...

Yeah, this just happened to me. Has anyone had any luck getting a refund from Turbo Tax on this? I spent an hour on the phone with a customer service rep last n...

samrylewin

Updated Apr 14, 2025

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Date Registered	‎June 7, 2019 2:58 PM
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