Hi, to clarify, I did not receive the 1099-R and the 5K contribution was contributed in Feb 2021 for Y2020. This would mean that I would receive a 2021 1099-R for Y2022 for this over-contribution correct?
Also, in regards to these three questions, how would I fill it out?
- How much did I contribute?
- Current account balance?
- How much will you withdraw?
What would be the answer if I contributed $5,000 but my current balance is $5,100?
I believe #1 would be $5,000
#2 would be $5,100
But I'm not sure what the exact number for #3 would be
