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Made and excess IRA contribution in 2017 and had it removed before the penalty deadline. I did not take an IRA deduction for it. Do I need to file a 1040X for 2017?
Received the 2018 1099R which shows the excess IRA contribution as a distribution with distribution code P. Turbo Tax program indicated I might need to file amended 2017 taxes. Went through that procedure and no changes were made to the original filing. Do I need to file a 1040X for 2017?
‎June 4, 2019
5:15 PM