The 1099R is from a brokerage company and the codes are J & P and we did file our 2024 return by 4/15/25. So it sounds like we need to amend our 2024 return since box 2a is greater than zero. However, box 1 on the 1099R includes the Roth contribution plus the earnings, yet the Roth contribution monies are after tax. It seems like the 1099R I received is incorrect since the monies for the contribution were not pre-tax and shouldn't be included as a distribution. The monies were a distribution but not income. Do you agree? Thank you.
