Thanks for the thorough instructions, @macuser_22! I've successfully amended my 2016 and 2018 return, but am struggling to remove the carryover amount on the 2017 return. I've entered in the excess amount, 1468.19 into box 1 as reported on my 2017 1099-R, box 2a taxable amount as 0, and code R - recharacterized IRA contribution made. I've entered in the total value of my Roth IRA at December 31, 2017 as reported by my custodian then (includes earnings). When I generate the amendment, I'm still getting form 5329 reporting the excess contribution as well as form 8606. How do I get rid of these forms? Thank you!
