Hal_Al
Level 15

Retirement tax questions

Depending on the complexity and number of years involved, you may want to consider having the amendments done by a professional tax person.

 

It's not clear what you mean by "due to listing 401 K info instead of Roth account info".  If you can provide more info, we may be able to give you more specific advise.  There is a three year limit for claiming a refund, but no limit on far back you have to go when you owe the IRS.

 

Taking money out of a 401k is usually taxable (and if you are under age 59-1/2, usually subject to an additional 10% early withdrawal penalty).  Distributions (withdrawals) from a Roth IRA may or not be taxable, depending on how much you originally put in and other factors.