https://ttlc.intuit.com/community/taxes/discussion/i-need-to-check-my-2024-filing-to-see-if-i-included-excess-roth-contributions-since-i-got-my-2025/01/3796631#M1412066 <P>I was told to amend my 2024 taxes whenI received the 1099 R for 2025. &nbsp;I started to amend in the downloaded Mac software and realized that I may have already entered the correct information (back in 2025 for 24) and cannot see it since I started to amend the taxes. &nbsp;My tax return does not show if these figures were included. How can I determine from the 2024 Pdf where to see if I did include.</P> Mon, 23 Feb 2026 20:47:05 GMT harnerwil 2026-02-23T20:47:05Z https://ttlc.intuit.com/community/taxes/discussion/i-need-to-check-my-2024-filing-to-see-if-i-included-excess-roth-contributions-since-i-got-my-2025/01/3796631#M1412066 <P>I was told to amend my 2024 taxes whenI received the 1099 R for 2025. &nbsp;I started to amend in the downloaded Mac software and realized that I may have already entered the correct information (back in 2025 for 24) and cannot see it since I started to amend the taxes. &nbsp;My tax return does not show if these figures were included. How can I determine from the 2024 Pdf where to see if I did include.</P> Mon, 23 Feb 2026 20:47:05 GMT https://ttlc.intuit.com/community/taxes/discussion/i-need-to-check-my-2024-filing-to-see-if-i-included-excess-roth-contributions-since-i-got-my-2025/01/3796631#M1412066 harnerwil 2026-02-23T20:47:05Z https://ttlc.intuit.com/community/taxes/discussion/re-i-need-to-check-my-2024-filing-to-see-if-i-included-excess-roth-contributions-since-i-got-my/01/3797068#M1412219 <P>To review your <STRONG>2024 filing </STRONG>to see if you did include the excess Roth contributions, do the following:</P> <P>&nbsp;</P> <UL> <LI>Review Lines <STRONG>4a</STRONG> and <STRONG>4b</STRONG> of the <STRONG>2024 Form 1040</STRONG>, looking for the distribution (<STRONG>4a</STRONG>) and the taxable amount (<STRONG>4b</STRONG>).</LI> <LI>Look for <STRONG>Form 5329 i</STRONG>n your 2024 documents</LI> <LI>Check for a <STRONG>Statement of Explanation</STRONG> for "<STRONG>Return of excess contribution</STRONG>"</LI> </UL> <P>You can also check your <STRONG>IRA Information Worksheet</STRONG>, which lists every <STRONG>Form 1099-R</STRONG> you had inputted by name. If you see it here, then it was included</P> <P>&nbsp;</P> <P>If you do find that you had included your <STRONG>excess Roth Contributions</STRONG>, be sure to not save the amendment so that your files stay intact.</P> Mon, 23 Feb 2026 23:26:36 GMT https://ttlc.intuit.com/community/taxes/discussion/re-i-need-to-check-my-2024-filing-to-see-if-i-included-excess-roth-contributions-since-i-got-my/01/3797068#M1412219 ReneV4 2026-02-23T23:26:36Z