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Tax Year Prior to 2020: Amending 2018 return
I have been advised to amend my 2018 return due to a Roth contribution plus earnings I had to withdraw in 2019. (The funds were transferred to an IRA account). I have a 2019 1099-R that reports the amount of the withdrawal. 2 questions: (1) Is that 1099-R to be used for amending the 2018 return? (2) If a Roth conversion of a deductible IRA had also been done in 2018, do I need to recalculate the taxable % of that conversion based on the funds that were deposited back into the account (even though it didn't happen until 2019)? Thank you for any help!
ā€ˇFebruary 24, 2020
12:25 PM