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Get your taxes done using TurboTax
Thank you very much for your reply.
I had previously talked to my accountant on this very item. He agreed that it should not be included on the 8615 and that TurboTax was handling it incorrectly.
I considered the W-2 but about zero chance they'll do this since I'm sure 4th quarter books are closed by now. And this wouldn't be correct since it was actually withdrawn and returned.
I truthfully feel TurboTax should give some work around but this doesn't seem likely. Seems like my only route is to manually file with IRA so I can skip the form - kind of frustrating since I pay for this software and it is not working correctly for me.
March 10, 2026
9:03 AM