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Get your taxes done using TurboTax
I have a similar situation. I had an excess contribution in 2020. I'm under 59. In 2020 I filed a 5329 form. This year I received a 2021 1099 R. I understand I need to amend my 2020 return. Do I also report the 1099 R in my 2021 return? No federal income tax was withheld.
‎April 4, 2022
4:13 PM