Do I have to list a Roth IRA distribution, even if the amount is not taxable?

[MarilynG1]

If you received a Form 1099-R, you need to report it in your tax return.

It will have a Code in Box 7 to indicate that it is not taxable. 

[mrp1953]

My situation is slightly different. I had an excess contribution in 2018 and found out in 2019. I had the excess removed in 2019, filed for an extension, and then filed 2018 using the info that would be on the 1099-R when I got it (this year). My Brothers tax guy helped me through it last year. Now I have the 2019 1099-R, so what to do with it. The tax guy says I cant just exclude it since that will be flagged at the IRS when they do their matching process for 1099-R 's. He says it has to be included but the amounts need to be 'adjusted off' since they were included on last years return. I need to know how that is done using Turbo Tax.

[MarilynG1]

@mrp1953

You may be able to ignore the 1099-R if everything was reported correctly in 2018.

Click this link for detailed info on Excess Contribution Removed in Prior Year. 

[mrp1953]

thnx for the help. I believe I entered the info as is described in the link file you sent. I want to double check the 1099 'year' I put in for last years return. If everything was done as described, you feel I can skip the 1099 this year without problem with IRS?

I haven't gotten anything from IRS yet on the 2018 return

[MarilynG1]

Most likely, yes.

Save all documentation just in case.