For the 2018 tax season, I contributed $3,483 more than I was allowed to for my Roth IRA due to a low AGI. In response, $3,456.39 was removed from the account (with a $26.61 net loss) and then $3,418.96 was moved as cash to an individual brokerage account, which was then moved to a bank account.
I filed my taxes stating that the full amount of $3,483 was removed. However, my Annual IRA Distribution for 2019 is $3,418.96 with $37.96 left in Cash and Cash Investments in the Roth IRA account. What are my next steps? Should I remove the $37.96 in the account as well, or withhold from doing any further action until the next 1099-R in January? Will I need to amend my taxes in that case? Thank you!
