Hi there,
I overcontributed to 401(k)s in 2021 due to a job change.
I received a 1099-R for '2022', and I reflected the corrective distribution/income in my already-filed 2022 tax return and I paid tax on it.
Now, I wish to amend 2021 to fully fix this issue. I believe my AGI in 2021 was too low (by the amount of the over-contribution listed on 2022's 1099-R form (note: box 2a = box 1, and box 7 = P).
Can you please explain to me how I can properly amend 2021 in Windows Desktop (step by step) and fully resolve this overcontribution to 401k issue?
Thank you so much!
Leo
