DanaB27
Expert Alumni

Retirement tax questions

You can check the IRA contribution worksheet to see if your reported the Roth IRA contribution as withdrawn (line 25). Or you might not have reported the contribution at all then line 19 would be empty. 

 

Form 1040 line 4 will show if you created a Form 1099-R with code P and J. If you did not then you do not need to amend your 2022 return since you do not have a taxable event with the loss. Only earnings would be taxable.

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