@DanaB27 Correct - I actually removed excess contributions in 2017 and 2018 and incorrectly paid 6% penalties in 2017 and 2018. Based on your prior guidance and IRS rule regarding 1040-X, inadvertent penalties paid in 2017 and 2018 will be lost, and I will amend 2019, 2020, and 2021 by removing the excess contribution in the TurboTax Roth Ira interview.
I will NOT enter the 2018 1099-R into the 2019 1040-X to support the removal of excess penalty in 2019, correct?
