I received a 1099R from my investment company for mistakenly overfunding my simple IRA. The 1099R was sent as a distribution. Do I need to amend that return and how do I do that? Do I simply add it as an additional 1099R or is there more to it?
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1 Replies
Opus 17
Level 15
Sep 24, 2024 11:18:30 AM
We need more details on what you did, and when. Also, what code(s) are in box 7 of the 1099-R?