Hi Linda,
These were excess contributions to my Roth IRA in 2021 (not a 401k) that were withdrawn along with the earnings on them in 2022. Since I entered a substitute 1099-R using form 4852 on my FY2021 taxes and had a form 5329 which calculated my additional tax on my outstanding excess contribution, do I amend my FY2021 taxes and update that substitute 1099-R with the actual values from the 1099-R (2022) I received in January 2023 or add a second 1099-R when I amend my FY2021 taxes?
Thank you!
