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February 2, 2025
Question

1099-R box 7 shows 8 & J. However, the excessive $ amount is added to total Roth IRA conversion, which increases AGI. How can I get it corrected AGI?

  • February 2, 2025
  • 1 reply
  • 0 views
should I edit 1099-R or file 1040-X later?

    1 reply

    AmyC
    Employee
    February 8, 2025

    Delete the 1099-R. You have to enter the traditional IRA contribution first, then enter the 1099-R so it can match up the already taxed money.

    You do not want to file an amended return when this can be fixed now.

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