Hi I have similar situation, amending 2018 return to handle excess roth contribution that was removed on 3/27/2018 before I filed 2018 return. But I did not report the income on the excess, so doing that now that I have the 2019 1099R. That all went into Ttax OK.
My question is do I have to correct 2018 on the ROTH contribution as it was done orig. as 2500 as I had already backed out the excess 3000.00 So do I have to go back and change that to show 5500 contributed but 3000 removed before April 15, 2019 or does the new 1099R with codes P & J cover that. Thanks.
