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Get your taxes done using TurboTax
Hi there - I made an excess Roth IRA contribution in 2021, which I caught when starting to fill in my 2021 return in Jan 2022. I immediately contacted my financial institution and removed the excess. I had no earnings on the excess so they removed about $100 less than my over contribution amount. Do I submit a 1099-R for my 2021 return even though my financial institution says I won't receive it until Jan 2023? Since I have no earnings, do I still use codes P & J?
‎February 6, 2022
7:09 PM