I contributed to Roth IRA by mistake. I did not invest the amount.I realized the mistake and removed the excess contribution with in a week. Brokerage firm sent 1099R with J8 CD code.
IRS sent me letter about 1099R J8 and it keeps as showing the withdrawal amount as income and asks me to pay the tax difference. I sent letter explaining the reason for withdrawal and Roth acc statement with Roth contribution and withdrawal details. IRS still sent me letter back asking me to pay the tax difference. I also called and spoke with them before. I am not sure how to how to make IRS understand that this is withdrawal of excess contribution. Any guidance please?
Is there a form# we need to use? Or do I need to file amendement to the tax returns?
