DanaB27
Expert Alumni

After you file

You should receive a 1099-R for taking out the excess contribution which will include the taxes paid. You will need to include it on your tax return. If you took the money out in 2020, then you will get the form in 2021.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

View solution in original post