Get your taxes done using TurboTax

Thank you @DanaB27  my situation is similar, I returned excess contribution to roth IRA before tax return deadline in 2023, and I have a loss; I received 1099R with PJ in 2024, Turbotax 2023 asks me to amend my 2022 return.

 

Following your explanation here, I think I don't need to amend 2022 return since I returned it before the deadline and with a loss of 20 USD, and my 2a shows 0.

 

Correct?