taxsos-
New Member

Do I need to amend my 2015 taxes for an excess contribution to a Roth IRA for which I received a 1099-R in 2016?

I over contributed to my Roth IRA by $678.71 for tax year 2015 (contribution was made in March of 2016).  I made the total contribution on March 8, 2016 then quickly discovered the over contribution and had the excess removed on March 11, 2016.  This year I received the 1099-R (year 2016) with Box 1: $678.71 and 2a: $0.00 and Box 7: P, J.  When I put this into TurboTax this year it said I may have to amend my 2015 taxes.  I just want to confirm this and see how to do that.