DanaB27
Expert Alumni

Get your taxes done using TurboTax

Yes, you will have to amend your 2019 tax return if you haven't already reported the return of the excess contribution on your 2019 tax return (created a substitute 1099-R on the 2019 tax return).

 

Please see How do I amend a 2019 return in TurboTax? to add the 1099-R on your 2019 tax return.

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