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Should I check should i still choose Corrective distributions made before the due date of return if I already uploaded 1099-R?
I contributed full eligible amount to 2025 Roth IRA in Jan 2025. But later realized that I had made excess contributions to Roth IRA (as per my income) in Jan 2025 as per income limit and submitted "Return of Excess contribution" . I got 1099-R from Fidelity which Turbo Tax imported automatically from my Fidelity account and took care. Should I still select "Corrective distributions made before the due date of return." in the screen which says "These situations may lower your tax bill" in Turbo Tax or is that process only applicable if I did not have 1099-R? Thank you.
‎February 10, 2026
9:44 PM