- Mark as New
 - Bookmark
 - Subscribe
 - Subscribe to RSS Feed
 - Permalink
 - Report Inappropriate Content
 
Retirement tax questions
			
				
					
					
						I am assuming you meant in your first question that you made a 2017 excess contribution and removed it in *2018*, not 2017 otherwise it would have been reported on a 2017 1099-R that you should already have received by now so you would not be asking about a 1099-R that you will receive in the future in 2019.  Also that 1099-R would not have a JP code if removed in 2017 - it would have a code J8.
If you also made a contribution for *2018* and removed it in *2018*, then you will receive a 1099-R for that in February of 2019 to report the 2018 contribution. That 1099-R should have a code J8 and would be a separate 1099-R.
		
		
	
	
	
If you also made a contribution for *2018* and removed it in *2018*, then you will receive a 1099-R for that in February of 2019 to report the 2018 contribution. That 1099-R should have a code J8 and would be a separate 1099-R.
	**Disclaimer:  This post is for discussion purposes only and is NOT tax advice.  The author takes no responsibility for the accuracy of any information in this post.**
			
			
			
			
			
			
			
		
			
    
	
		
		
		‎June 6, 2019
	
		
		10:24 AM