- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Loss on withdrawn excess Roth IRA contribution
I'm withdrawing an excess contribution made in 2016. I've seen other answers which recommend adding a "fake" 1099-R (the real one arriving in 2018) to avoid filing an amended return when the distribution includes earnings. What do I do if the distribution shows a loss (i.e. less than the contribution) - still file a fake 1099-R with taxable amount (box 2a) left blank?
Topics:
‎June 4, 2019
1:16 PM