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1099R is in mail, but won't arrive by tax day - workaround?
By accident $168 was over-contributed to my 403b plan (switched jobs this year, apparently that can happen). Contacted the plan manager and they said they'd issue a form for the (presumably1099R), but it probably won't arrive by tax deadline.
Is there some way I can anticipate this and just file taxes once, or do I have to file again when I ultimately receive it? Thanks!
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‎April 17, 2023
6:22 AM