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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I have already withdrawn the Roth IRA excess contributions and earnings interest for 2020 and 2021 so not thinking about recharacterization at all.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.
‎February 9, 2021
3:41 AM