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After you file
I got the excess 401K money (from 2020 contributions) due to failed discrimination test after April 15th 2021.
Letter from T.Rowe Price mentioned, I will get 1099-R early next year (2022).
Should I report this money in 2021 tax returns or amend 2020 tax return?
Any advice is appreciated.
‎October 24, 2021
6:37 PM