John,
I correctly filed my substitute 1099-R on my 2021 tax return with the amounts and other data I had at the time, but since I had to make a 2nd withdrawal of excess contributions after I filed my 2021 tax return the 'Gross distribution' amount increased although the 'Taxable amount' did not since I actually incurred a loss on the 2nd excess contributions withdrawal. My 2nd withdrawal of excess contributions was completed in July 2022 just as my first one was, but the 2nd one was not completed until after I filed my 2021 tax return on April 18, 2022.
I'm trying to determine if I need to file an amended 2021 tax return to reflect the final 'Gross distribution' from the 1099-R (2022) I received in January 2023.
I also don't understand what other change I might need to make on an amended 2021 tax return to show that I did withdraw the additional excess contribution that I paid the 6% penalty on in 2021.
Thank you,
Rebecca
