1099-R Excess Contribution

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  • cfsadvsr
    Junior Member
    • Apr 2006
    • 26

    #1

    1099-R Excess Contribution

    T/P receives a 1099-R with a distribution code of PJ signifying an excess contribution to a Roth IRA in 2011.
    The form is a 2012 form, do I file an amended to 2011, or include it in the 2012 return? Besides, the software does not
    accept the distribution code, is either the P or J acceptable?
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