@David0506 wrote:
@macuser_22 Thank you so much for your advice. I imported my 1099 r and go step by step to answer the questions, it works! No penalty, and other taxes for that distribution.
But when I amended my 2019 tax and put all information, because I withdrew the excess 6000 Roth IRA contribution by April 15, 2020, there was no difference and I checked forms, no 5329 show up. Do I still need to amend and report the 6% tax?
No yiu do not do 2019 that way. It is NOT a 2019 contribution, it is a 2018 excess that carried to 2019, and you do NOT say to apply it to 2020, because only a NEW 2019 contribution could do that. You indicate that it was not removed in 2019.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
