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Get your taxes done using TurboTax
similar situation here, excess contribution to Roth IRA in 2022 and removed it before due date in April 2023, received 1099 R with PJ code in 2024, can I simply remove the excess contribution 1099 R for roth ira with a PJ code? The hard part is TurboTax 2022 cannot be updated or opened to file an amendment. Thank you.
March 11, 2024
11:33 AM