Get your taxes done using TurboTax

Hi, 

I have the same situation for excess IRA contributions in 2020. I have requested my 2020 unallowed contribution+earnings refund, which will be paid to me in 2021.   Can I enter this on my 2020 tax filing?

I will not yet be issued a 1099R but i will know the Gross distribution and taxable amount. 

 

If not then I have to wait until I receive a 1099R in 2022 for 2021 and amend 2020? 

 

Thanks