Solved: I received a 1099-R in 2018 showing excess contribution and taxable earnings in 2017 (code J P). How do I amend my 2017 return to reflect these earnings?
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I received a 1099-R in 2018 showing excess contribution and taxable earnings in 2017 (code J P). How do I amend my 2017 return to reflect these earnings?

I found where to amend the 2017 return in TurboTax, but I'm not sure if I should enter the 2018 1099-R in the 2017 amended return. Line 2a shows a taxable amount. Can I enter just this amount without entering the entire 1099-R for a different year?

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Intuit Alumni

I received a 1099-R in 2018 showing excess contribution and taxable earnings in 2017 (code J P). How do I amend my 2017 return to reflect these earnings?

When amending your 2017 tax return you will enter the complete 1099-R as shown on the form after that TurboTax will ask "which year is on form 1099-R?" (2017 or 2018). Select "2018" and TurboTax will handle the entry correctly. 

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Intuit Alumni

I received a 1099-R in 2018 showing excess contribution and taxable earnings in 2017 (code J P). How do I amend my 2017 return to reflect these earnings?

When amending your 2017 tax return you will enter the complete 1099-R as shown on the form after that TurboTax will ask "which year is on form 1099-R?" (2017 or 2018). Select "2018" and TurboTax will handle the entry correctly. 

View solution in original post

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