ehlers5
New Member

I received a 2016 1099-R for an overcontribution to a Roth IRA. The Payer sent me a check for the over contribution. When I enter the data into the 2016 return, it indicates I may have to file an amended 2015 return. Do I have to file an amended return?

It was an inadvertent contribution. There was a loss during the time I owned it.