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@aa73 wrote:

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.


What code is in box 7? 

What is in box 2a?

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**