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Retirement tax questions
i have same problem in 2018 tax return . I found out excess Roth 2017 contribution $200 , corrected in Feb 2018, received $190 check in March 2018, then in 2019 received a form for 2018 1099-R code P and J . I understood there are no taxable amount involved . but not clear on DO I NEED TO FILE AMENDED RETURN ?
‎June 6, 2019
2:51 AM