Hi, still a bit confused here. Can you explain what year the 1099 R for the $1000 excess contribution for tax year 2020 should be filed too. It says 2022 Form1099R on top. Would I report this 1099R on a amended 2020 return?
This excess was removed last year on March 15 2022. Fidelity only returned the excess contribution with no earnings calculations. What happens with those if there are any? How are they accounted for. Thank you
