- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
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?
March 13, 2024
4:06 PM