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Retirement tax questions
it depends on if the administrator refunded you the excess amount and earnings. You should have received a 1099R in 2019 reflecting this return of capital and earnings. Did you? If so, you will need to amend your 2018 return to say that you returned the excess contribution and then amend your 2019 return proving that the 2018 excess capital was returned in the form of a 1099R.
Let us know if these events that I mentioned above have transpired.
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‎February 21, 2022
2:12 PM