koei15
Returning Member

Amending previous returns for overcontribution to roth IRA

Hi,

 

I just found out that I've been overcontributing to my roth ira for 2018, 2019 and 2020. My wife also has the same issue for 2020.  We have filed as married filing jointly for all 3 years.  Am I able to amend my 2019 and 2020 returns via turbotax and if so, I'm not really sure what forms I need to fill out.  I will be withdrawing the excess contributions from those years via the platform where my IRA is.  Do I need to wait to get a 1099-R before filing the amendment for these years?

 

I understand for 2018 the process is the same, but I have to go through the paper route.