Roth IRA contribution 2023, (over the AGI limit) recharacterized in Jan 2024, statement received in 2025 on the 1099-R distribution 0 tax Do I need to amend 2023 return? in Retirement tax questions
I received a 2024 1099-R for a Roth IRA corrective distribution completed prior to the 2024 filing deadline. I paid taxes on the taxable portion of this distribution via Form 5329 on my 2023 return, but my 2024 return shows I'm paying again. Why? in Retirement tax questions
So after I completed my tax return, I realized I used a closed bank account. I cannot enter the return to amend the error. Can I receive a paper check instead? in After you file