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Retirement tax questions
As I said above, it would seem like the 1099-R is incorrect. You should ask the issuer why you received two 1099-R's for a Traditional IRA excess contribution. What they sent was incorrect.
I would not file it at all until it is explained or corrected.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
March 9, 2021
7:54 PM