Hello,
I changed my job last year. I contributed $19500 (max IRS limit) to EACH employers 401k plan. Earlier this year (in Jan 2022), I filed Return of Excess contribution from my previous employers 401k plan. They returned excess contribution amount ($19500+earning) in Jan itself. I called Fidelity, they says I will receive 1099-R next year (2023).
I am looking for some guidance on how to file tax return for 2021. Should I ask my former employer to give me new W2 with amendment? Is there any other better way to handle this situation?
I will appreciate any guidance you can provide!
Thanks,
