I need to check my 2024 filing to see if I included excess Roth Contributions since I got my 2025 1099R

[harnerwil]

I was told to amend my 2024 taxes whenI received the 1099 R for 2025.  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.  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.

[ReneV4 · Accepted solution]

To review your 2024 filing to see if you did include the excess Roth contributions, do the following:

• Review Lines 4a and 4b of the 2024 Form 1040, looking for the distribution (4a) and the taxable amount (4b).
• Look for Form 5329 in your 2024 documents
• Check for a Statement of Explanation for "Return of excess contribution"

You can also check your IRA Information Worksheet, which lists every Form 1099-R you had inputted by name. If you see it here, then it was included

If you do find that you had included your excess Roth Contributions, be sure to not save the amendment so that your files stay intact.