mtoboggan
Returning Member

Retirement tax questions

1. Got it, so I should still file an amended return for 2019 even though the 1040x is identical -- should I just note in the reason for amending "I corrected a Roth Overcontribution resulting in $0 of taxable retirement income"?  

 

2. For both 2019 and 2020, nothing from the 1099-R is showing up on my 1040 in 4a or 4b -- it looks like there is no reportable retirement income. Is that normal? Box 7 has code BP and the retirement disbursement was for 2019, but received in 2020 (it says 2020 on the 1099-R).