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Excess roth contribution in 2018
When filling my 2018 taxes I found I was ineligible for roth and had made excess contributions. I worked with the brokerage house to remove the excess. The excess was removed to a traditional in early 2019. I have 1099's for this but they state 2019 on the top.
Late in 2019 I made a traditional ira contribution that I later rolled over to a roth IRA. I have 1099's for these. How do i report the 2018 excess? Do i even add the 1099r's to my 2019 filing or just amend the 2018 return?
‎February 3, 2020
4:28 PM