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Retirement tax questions
A return of excess contribution is reported on a code 2 2019 Form 1099-SA. For a code 2 Form 1099-R, only the amount in box 2 is included as other income. If the excess contribution was made through your employer, the excess amount itself should have been taxed as other income on your 2018 tax return.
March 15, 2020
6:14 PM