I have received a 1099-R from the broker in 2022 that shows the gross distribution and the taxable amount. As per your previous instructions (thank you), I open...
Brilliant! That makes sense. I was just concerned that I had to somehow go back and report the amount in Box 1 to the IRS on the 2021 taxes, and that I would po...
The amount in Box 1 was actually not a traditional IRA contribution. Those funds were returned to me from the brokerage. It sounds like I need to contact the br...
