qbteachmt
Level 15
02-19-2022
05:46 PM
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"where can I apply $10,000 exclusion in 2021 for this year's distribution amount?"
The 2021 1099-R is going to be entered differently and separately from the carry over of 2020 covid-related distributions with deferred reporting for income tax purposes. That's because these are two different provisions.
Is that what you mean?
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Don't yell at us; we're volunteers