Student1
Returning Member

Get your taxes done using TurboTax

I have already withdrawn the Roth IRA excess contributions and earnings interest for 2020 and 2021 so not thinking about recharacterization at all.  I'm under 59.  I have not received a 1099-R although I've requested one.  I'd like to know how to report this information on Turbo Tax with specific step by step instructions assuming I must file a substitute 1099-R.  I have not yet filed 2020 taxes.