beccat66
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John,I correctly filed my substitute 1099-R on my 2021 tax return with the amounts and other data I had at the time, but since I had to make a 2nd withdrawal of...
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Hi Linda,These were excess contributions to my Roth IRA in 2021 (not a 401k) that were withdrawn along with the earnings on them in 2022. Since I entered a subs...
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- Cheered Re: How to handle 1099-R (2022) when I filed using Substitute 1099-R (4852) in 2021 (Gross distri... for ThomasM125. April 12, 2023 9:09 AM
- Cheered Re: How to handle 1099-R (2022) when I filed using Substitute 1099-R (4852) in 2021 (Gross distri... for LindaS5247. April 11, 2023 9:25 AM
- Cheered Re: How to handle 1099-R (2022) when I filed using Substitute 1099-R (4852) in 2021 (Gross distri... for JohnB5677. April 11, 2023 9:25 AM
- Posted Re: How to handle 1099-R (2022) when I filed using Substitute 1099-R (4852) in 2021 (Gross distri... on Retirement tax questions. April 11, 2023 9:24 AM
- Posted Re: How to handle 1099-R (2022) when I filed using Substitute 1099-R (4852) in 2021 (Gross distri... on Retirement tax questions. April 10, 2023 7:50 PM
- Posted How to handle 1099-R (2022) when I filed using Substitute 1099-R (4852) in 2021 (Gross distribution > reported due to 2nd excess withdrawal)? on Retirement tax questions. April 10, 2023 5:14 PM