I had an excess contribution to my Roth IRA in the 2017 tax year that was removed on time. I reported a mock 2018 1099-R on my 2017 tax return so I would not have to amend it.
I received my actual 2018 1099-R and wanted to make sure the correct information was relayed on my mock 1099. Should my 1099 box 1 be in 15a on my 1040 and 1099 box 2a be in 15b on my 1040?
There are codes P/J in box 7, but everything else was left blank on my real 1099. Is there a way to know if I reported those codes and everything else correctly? There is the "other tax" on line 59 of my 1040 and on form 5329 that derives from my box 2a(form 1040 15b) - the taxable amount. I believe that should stem from reporting the correct P/J codes. Any other way to verify?
Thanks!
