johnnyroastbeef
Returning Member

Retirement tax questions

Right, but documentation states "You must report any interest earned on the tax return for the year that the excess contribution was made."  Contribution made in 2018.  Excess removed in 2019, prior to filing.  Contribution amount adjusted on 2018 return to reflect the removal of the excess.  I'll receive a 1099-R in 2020.  When I have that, I'll submit an amendment to my 2018 return?