Stacy44
New Member

1099 R for 2022

I received a 1099-R for 2022, reflecting $111 in Box 1, nothing in Box2a, an "X" in box 2b and "1P" in box 7.  This  represents a return from over funding a traditional IRA in 2021, which was distributed in April 2022, to correct over funding.  Is it necessary to amend 2021 tax returns?