DaveF1006
Expert Alumni

Get your taxes done using TurboTax

If the 1099‑R is for removal of excess contributions + earnings, you always check the corrective distribution box — whether you:

 

  • Entered it manually, or
  • Imported the 1099‑R from Fidelity, Vanguard, Schwab, etc.

The box is about the type of distribution, not how you entered it.

 

@jackkgan 

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