gwhyland
New Member

Retirement tax questions

Thanks for all the info.  I thought the 2017 excess penalty would be taken care of on the 2018 taxes but now realize I do need to amend my 2017 tax return for this.

I agree with the numbers don't make sense.  Now I realize that I had the 2 1099-R forms mixed up.  The 2017 Roth 1099 has distribution has code T and 2018 Roth has code J8.  

All set now