Question

I made an excess roth contribution in 2017 and received a 1099R in 2018. How do I amend 2017 return? Can't find a PJ code in 2017 entries for 1099R.

Forum|Forum|7 years ago
June 4, 2019
2 replies
0 views

No text available

I believe its too late for 2017. I believe you get charged interest on the excess Roth contribution. I would suggest contacting the Financial institution that you made the excess Roth contribution. They may be able to save you the interest charge and correct the excess roth contribution.

L

LJane29

There are 2 entries for box 7, put the "P" in 7a and the "J" in 7b.

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"