I opened a ROTH IRA account and made a contribution to it in 2024, but after calculating my total income for 2024, I realized I no longer qualify for the account. I submitted a "Return of Excess" form to my brokerage in Feb 2025 to close the account and return any contributions + earnings (and this has been completed).
However, I was notified that I would not receive a form 1099-R from my brokerage until January of next year (Jan 2026) and mentioned that I should consider filing a Form 5329.
I am wondering how do I file a Form 5329 in turbo tax and handle this situation properly?
