@balexh wrote:
The amount in box 2a is most definitely not correct on my 1099-R, and this page on my broker's site says they commonly do this: https://www.betterment.com/resources/common-tax-form-questions/#16
The 1099-R is for excess contributions withdrawn, and boxes 1 and 2a have the same value.
Can you help?
What code is in box 7?
In what year did you make the contribution?
In what year was it returned?
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
