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Retirement tax questions
Still looking for clarification:
Since I currently have a 2019 1099-R, box 1 with $800, Box 2a $0.00, Box 2b unchecked, Box 7 PJ. This was due to maxing out 2018 Roth at $5,500 earlier in 2018, and having made too much at the end of 2018, where I had to get a portion refunded.
Question 1: Am I required to Amend 2018 taxes. Note: It appears in reviewing 2018 taxes "IRA Contrib Wks" the amount has already been subtracted.
Question 2: I do not see a line 15b on 1040 (2018); only line 15.
Question 3: Do I need to do anything to my 2018 taxes (amend), since 2019 1099-R, line 2a is $0.00.
‎February 9, 2020
12:00 PM