Hi, I looked over several posts about similar topics, but couldn't figure out the right answer, so just to clarify.
Here is what's my situation:
1. I contributed $6000 to my roth IRA in Jan of 2022 for the year 2022;
2. When I was doing my 2022 tax in 2023, I realized I'm over the income limit to contribute. But because i waited the last second to do my tax, I was barely able to remove the excess contribution before the tax deadline. The excess was removed on 4/17/2023 by my brokerage firm.
3. I received a 1099-R form this year. The year showing on the form is 2023. And line 7 contribution code is "PJ". And the contribution actually had a loss, so they removed less than $6000.
My questions:
1. I was not sure if I reported the Roth IRA contribution for my 2022 return, I remembered I just followed the turbotax prompt when I did these. How do I check if I reported or not on my tax form?
2. If I did not report the Roth IRA, or vice versa, do I need to amend the 2022 return? And how do you do this?
3. For 2023 return, what do I need to do about the 1099-R form?
Thank you very much, please ask clarify questions if I did not explain it clearly. I appreciate it.
