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Get your taxes done using TurboTax
On my 1040 tax year 2021 form, I already reported excess Roth IRA contribution. I also paid tax for the applicable earnings even the financial institution will not send the 1099-R form until next year.
This year, I receive the form 2022 1099-R. I already filed this excess amount (1040 tax year 2021), do I need to file this 1099-R for the tax year 2022?
March 10, 2023
4:21 PM