DanaB27
Expert Alumni

After you file

If you request with your financial institution to apply part of the 2021 contribution to 2022 usually you will get a Form 1099-R because they handle it as a distribution and the new contribution. 

 

To be sure that the financial institute codes Form 1099-R correctly I would request a return of excess contribution plus earnings and then make a new contribution for 2022. 

 

@ir63

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