A Different Excess Roth Question for Alan S.

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Tony
Posts: 217
Joined: Sat Mar 10, 2007 5:20 pm
Location: California

A Different Excess Roth Question for Alan S.

Post by Tony » Tue Mar 20, 2018 10:09 am

Hello Alan S.

In 2016, I contributed to a Roth. But on April 6, 2017, I discovered I hadn't made enough money. So I immediately removed it.
Now, in 2017, I have the 1099- R for 2017 with the amount of tax. Box 7 codes are P and J (I am 76)

Turbotax tells me I must filed an amended return for 2016. Is that correct?

Are the codes P and J correct?

Thank you for your excellent help on the form.

Tony
Tony

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