DawnC0
Intuit Alumni

Retirement tax questions

It is a confusing topic.......Since you have already filed, you will need to amend your 2018 return if there are any earnings on the excess + enter the 2019 1099-R  on next year's return.  See <a rel="nofollow" target="_blank" href="https://www.irs.gov/publications/p590a#en_US_2018_publink1000231027">https://www.irs.gov/publication...>