I filed my 2021 taxes this year, which included a small return of excess 401k deferrals due to switching jobs mid-year (~$37). I notified my 401k provider of the excess in Jan. '22, and they issued the distribution in Feb. '22. They informed me they would be issuing a 2022 Tax Year 1099-R for this distribution in 2023 coded for the prior year (meaning this tax year, 2021). Based off of that information, I followed the instructions here: https://ttlc.intuit.com/community/earned-income-credit/help/what-if-i-have-a-401-k-excess-deferral/0... and reported the distribution on my 2021 taxes as "Other income not already reported on a Form W-2 or Form 1099" with the note "2021 Excess 401(k) Deferrals", as that link suggests. I filed my return, it was accepted, and I've received the refund already.
Lo and behold I received a 1099-R from my 401k provider in the mail today for Tax Year 2021 (not 2022, as they had told me). My question is, do I need to amend my return to account for this? There was no tax withheld from the excess deferral distribution, and I already reported the income (albeit in perhaps not the exactly correct place). I don't believe copies of 1099-R forms without withholding are sent to the IRS, so I think I'm in the clear here, but was curious others' opinions. I can certainly amend, but I'm not sure what I would change, as my taxable income has not changed (since I already reported that extra $37).
