RobertB4444
Expert Alumni

Deductions & credits

Line 2a on your 1099-R for the amount that you received back from the overcontribution should be zero.  But since it is a 2021 contribution and you removed it to correct your 2021 return you can also just leave it off of your 2022 return.

 

You should not receive any credit for your ROTH contribution for this year.  There is no tax deduction for making a contribution to a ROTH because it is tax advantaged when you withdraw it, not when you contribute it.

 

@Horsecamper 

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