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1bbbb431
New Member

I received a 2016 1099-R with box 2a (Taxable Income) = 0.00 and box 7 (distribution code) = PJ. Do I need to file ammended tax return?

I understand the codes mean distribution from ROTH IRA due to excess contribution.

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IreneS
Intuit Alumni

I received a 2016 1099-R with box 2a (Taxable Income) = 0.00 and box 7 (distribution code) = PJ. Do I need to file ammended tax return?

No, you do not have to amend your 2015 return (the year of the excess contribution).  The 1099-R makes no difference.
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1 Reply
IreneS
Intuit Alumni

I received a 2016 1099-R with box 2a (Taxable Income) = 0.00 and box 7 (distribution code) = PJ. Do I need to file ammended tax return?

No, you do not have to amend your 2015 return (the year of the excess contribution).  The 1099-R makes no difference.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
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