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Retirement tax questions
why do you think you are due a refund??.
The 1099-R regarding excess contribution removed is used to amend and report more income, not less.
Yet you say you already reported the income.
Fidelity gave you a correct 1099-R, but if you already reported the income you ignore that 1099-R.
‎July 8, 2021
5:32 PM