NCSaxon7
New Member

IRA Distribution

I contributed $5500 to a Roth IRA in 2019 (for 2019). In 2020 when doing taxes for 2019, our tax professional told us we had too high of a gross income  in 2019,  so we couldn't contribute to a Roth IRA. I filed a removal of excess form with the investment company and had the money taken out. I now have received a 1099-R form from that company. On my tax filing it shows that I did not contribute to my Roth IRA in 2019. Do I need to amend my 2019 tax form? 

 

Thank you