pgac
New Member

1099R for Roth Over Contribution

Hello,

 

We over contributed to two Roth accounts in 2023 and withdrew all the funds in 2024.  We received two 1099Rs for 2024.  We uploaded them as part of our 2024 taxes.  Do we have to amend Federal or State taxes for 2023? Or does simply uploading them as part of our 2024 package suffice?