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Deductions & credits
Box 3 Distribution code is 1.
I'd planned to complete a Return of Mistaken Distribution form and return the money to the account. After that, I'd hoped to do a Return of Excess Contribution to get the money back out and close the account but my financial institution told me Return of EC could only be done if the contribution had been made within the most recent tax year.
March 4, 2021
6:08 PM