DanaB27
Expert Alumni

Retirement tax questions

If you do not feel comfortable to create the 1099-R without receiving the Form 1099-R, then you will have to wait until 2022 and amend your 2020 tax return to report withdrawal of excess contribution and earning when you receive Form 1099-R.

 

Please see How to amend (change or correct) a return you already filed for additional information.

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