To review your 2024 filing to see if you did include the excess Roth contributions, do the following:
- Review Lines 4a and 4b of the 2024 Form 1040, looking for the distribution (4a) and the taxable amount (4b).
- Look for Form 5329 in your 2024 documents
- Check for a Statement of Explanation for "Return of excess contribution"
You can also check your IRA Information Worksheet, which lists every Form 1099-R you had inputted by name. If you see it here, then it was included
If you do find that you had included your excess Roth Contributions, be sure to not save the amendment so that your files stay intact.
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