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How do I report an excess contribution made to my Roth account in 2016 on my 2016 taxes? The excess and earnings were removed in Feb 2017.
I would rather include the earnings on my 2016 taxes than amend next year after I receive the 2017 1099-R in Jan 2018. Should I create 1099-R and include Code 8?
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‎June 3, 2019
6:23 PM