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Retirement tax questions
@DanaB27 I have a similar case too, I withdrawal the excess contribution $$ amount in April 4th 2022, the only difference is that I didn't file the excess contribution $$ in 2021 year filing. I included both 1099-R code P and 8 in 2022 tax return, do I need to amend 2021 tax return to include both code P and 8?
March 27, 2023
11:17 AM