ehgustn99
New Member

Get your taxes done using TurboTax

I have a similar question. I have contributed 6000 to my Roth IRA for year 2021 on Feb 2022 and 2500 to year 2022. The case is my contribution limit for Roth IRA for 2021 was 0 (no taxable income).  So before the tax due date for 2021, I have requested excess contribution moved to year and the excess to my regular account. This lead to two 1099-R being generated, one with CODE PJ (3500) and one with CODE J(2500).  For Filing 2022 tax purposes, and amending 2021 (Filed with all 0's) In this case, would my contribution to 2021 be $3500 and the 1099-R with PJ code will be attached to it so it marks that overall $0 for 2021 contribution?