Hello - this is my post from last year, and I have an update... Turns out, I did actually report my Roth contributions on my 2022 return. I did not think I did, because there was no penalty assessed at the time. However, as I'm doing this year's 2023 return, the software suggested I reported, because it was going to tax me 6% on an excess contribution that I thought I had not reported (but apparently had). With this new information, I assume it is now required to go back and amend my 2022 return with the 1099-R from 2023 showing the withdrawals with code PJ. I am hoping that by so doing, it will remove the penalty from my 2023 return. Can you confirm (or challenge) my thinking?
