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Retirement tax questions
The code in 1099-R 2019 for Roth distribution is PJ.
I am in error regarding my 2018 1040. That is for 2017 taxes for which I had NO excess contribution. In 2019, I withdrew 2018 excess contribution in February 2019 for the 2018 excess. I received a 1099-R in January 2020 for the February 2019 distribution. So - the recent 2019 taxes filed July 2020 is the only instance of paying the "Other Tax"
Somehow in the Q and A while filling out my taxes this year I must have incorrectly answered No Distributions taken from Roth in 2019. It's not a large amount of penalty that I paid, $254, but I would like to amend the tax form if possible.
‎October 6, 2020
10:51 AM