niko6266
Returning Member

Retirement tax questions

I spoke with the IRS today and as stated I need to amend the 2018 tax filings. Do I just go back to my 2018 filing and treat the 2019 1099-R as a 2018 instead? What codes would I need to enter in box 7? They mentioned that I need to put in there that I withdrew the money because it wasn't eligible and that no earnings were made from this amount and pulled in a timely fashion.