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2023 1099R No Taxable Amount - Do I need to amend 2022 taxes?
Hello, I received a 2023 1099R for an excess Roth IRA contribution I made for tax year 2022. It is about 200 dollars and 0 taxable amount as I lost money at the time of withdrawal, code P & J. I withdrew this in March of 2023. I didn't include the 1099R in my tax year 2022 submission. My question is do I now need to go back and amend my 2022 taxes if I had no gain?
March 2, 2024
6:52 PM