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How to handle 1099-R?
I had made excess 401K contribution in 2015.
The money was refunded in 2016 and I received a 1099-R saying this is taxable amount.
When I prepared 2015 return, would TurboTax have caught & disallowed this excess contribution and included in my income anyways?
In other words, do I have to amend 2015 tax return?
Thanks.
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‎June 6, 2019
3:03 AM