Mei1
Level 2

Do I need to amend the 2024 tax return?

Hi,

 

I had filed a 2024 tax return with form 4852 all passed no reject prior to receiving 1099R in year 2025.  Beginning year I just received the 2025 1099R that I had removed from the excess 2024 Roth contribution amount $9885 including capital gain $1885.  Please advise if I need to amend the 2024 tax since I did pay capital $1885 last year return, thank you.

 

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