I received a 2016 1099-R with box 2a (Taxable Income) = 0.00 and box 7 (distribution code) = PJ. Do I need to file ammended tax return?

1bbbb431 · ‎June 3, 2019

I understand the codes mean distribution from ROTH IRA due to excess contribution.

IreneS · ‎June 3, 2019

No, you do not have to amend your 2015 return (the year of the excess contribution). The 1099-R makes no difference.

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Retirement tax questions