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Retirement tax questions
No, don't select that option since you aren't disputing a distribution, simply correcting the excess contribution and you will get a 1099-R for 2025.
Enter as if you received the 1099-R and follow the steps provided.
Your just entering the 1099-R that you'll get later so that you needn't file an amended return.
The IRS will understand what you are reporting.
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March 22, 2025
1:44 PM