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Retirement tax questions
If you know the amount of Earnings on your Excess Roth Contribution, you can follow the instructions in this link to handle the situation in your 2019 return (change years in answer).
If not, when you receive the 1099-R with Earnings, you will need to Amend your 2019 return.
This link gives more info on How to Enter Earnings on Excess IRA Contribution.
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‎February 21, 2020
11:26 AM
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