I have this same problem with TDAmeritrade.
I made an excess deposit for tax year 2021 of $7000 in late January 2022.
In mid March I realized my mistake and filed for a return of excess contribution. Well before the tax due date by weeks.
While they sent the original deposit as marked for 2021, they have coded the excess withdrawal as an early distribution. And they say doesn't matter when the request was made, it is an early withdrawal for 2022.
They coded the 1099-R for 2022 as 8, J
Is this enough info?
How would you all handle this?
