In reading the instructions for both the 2017 and 2018 tax year for 1099-R and 5498, I believe I need to file the 2018 1099-R I recently recieved for the first excess contribution distribution (with code JP implying a 2017 taxable contribution) with my 2017 amended return. I also need to file another 2018 1099-R for the resulting second smaller distribution I will execute ASAP (also with code JP) since the earnings on both are taxable in the year the contributions were made (for Roth IRAs), 2017. Who knows if I could combined these 2 separate distributions 1 year apart into a single 1099-R. I think I'll try to do them separately.
So frustrating to spend the time on something that amounts to an extra $50 or so in taxes.
