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Get your taxes done using TurboTax
We also made Roth IRA Contributions and have had a Return of Excess Contribution. If I am reading the description and response correctly, I will go into Turbotax and create a document 1099R but put 2025 even though the tax year was 2024 and the Excess contribution was removed prior to filing our 2024 taxes?
March 6, 2025
8:48 AM