AmyC
Expert Alumni

Retirement tax questions

Since the form has a code J, it is not required to be entered unless it shows tax withheld. A code of P will tell the program to ignore the form. If you corrected your 2022 return and showed the excess as removed, you are done. Otherwise, you need to amend your 2022 return to remove the excess contribution. See these instructions for excess Roth contributions

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