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Excess Roth Contribution
In 2020 I made too much of a contribution to a Roth account by $1239. In March of 2021 I withdrew the $1239 and $300.98 earnings on the $1239. In January of 2022 I received a 1099-R for the $1239 + $300.98. Do I need to amend my 2020 tax filling? Or is the excess contribution just accounted for on my 2021 taxes by using the 1099-R?
‎January 26, 2022
9:35 AM