In tax year 2018 our financial advisor mistakenly over contributed to our Roths. Upon starting taxes, the error was realized and the financial advisor removed the contribution minus losses, after filing our return but before the tax deadline. I started our 2019 taxes and we received a 1099-R form documenting this distribution from our Roths and states that we need to amend our 2018 return. How do we correctly go about doing this? I have opened our 2018 tax return in the Turbo Tax 2018 software and gone to the deductions/credits section. Is it correct to 0 out or contribution for 2018 but not document any excess?
