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posted Jun 1, 2019 1:05:26 AM

Roth contribution for 2017 that had to be removed . It earned $610. Removed after I filed my 2017 tax return. I have a 1099 with P & J in the code box. How do I handle?

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1 Replies
Level 15
Jun 1, 2019 1:05:28 AM

If a 2018 1099-R then you must amend 2017 to enter it.   The box 2a amount is taxable in 2017 and will also have a 10% penalty if you are under age 59 1/2.

Amended returns can only be mailed. It is suggested that it be mailed certified with return receipt (or other tracking service) to verify that the IRS receives it.


https://ttlc.intuit.com/questions/1894381-how-to-amend-change-or-correct-a-return-you-already-filed

https://ttlc.intuit.com/replies/3288565

You can check the status of the amended return here, but allow 3 weeks after mailing.

https://www.irs.gov/filing/individuals/amended-returns-form-1040-x-/wheres-my-amended-return-1