samrylewin
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@RayW7 I should categorize this as a 2020 1099-R even though I recharacterized the excess contribution in 2021, correct?
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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...
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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...
Activity Feed for samrylewin
- Got Cheered for Yeah, this just happened to me. Has anyone had any luck g.... April 10, 2023 10:20 AM
- Posted Re: Reporting Excess SEP IRA Contribution on Retirement tax questions. March 21, 2021 12:32 PM
- Posted Re: Reporting Excess SEP IRA Contribution on Retirement tax questions. March 20, 2021 11:31 AM
- Posted Reporting Excess SEP IRA Contribution on Retirement tax questions. March 14, 2021 7:15 AM
- Posted Yeah, this just happened to me. Has anyone had any luck g... on State tax filing. June 7, 2019 2:58 PM