ohcexpert
Returning Member

After you file

Actually I am NOT using the online TT but the Windows version

 

So I am struggling to do the following

 

1) I have ALREADY filed my tax return for 2022

2) Then I noticed that I made excess contribution of $3630 to two ROTH accounts

3) I was able to remove the excess contribution sans the loss for both accounts

4) I tried to follow the instructions to make a 1099-R form for amending the tax return

5) BTW I dont think I actually entered any information about my ROTH in my actual return.

 

How do I fix this on Windows TT?

 

Thanks