@dmertz wrote:
The plan also needs to correct the original Form 1099-R reporting the code 1, 2, 7 or G distribution from the 401(k) so as not to include the amount reported on the code E Form 1099-R.
@dmertz, just want to clarify, do you mean that the 401k administrator needs to correct their 1099-R? I asked the 401k administrator and they do not feel it should be updated. I also checked with the Roth IRA administrator and they said they would issue a 1099-R coded with "excess contribution removal" (the representative did not know the exact code).
Would you happen to know what I should amend on my 2019 tax return? Perhaps I should create a substitute 1099-R?
Thank you.
