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Get your taxes done using TurboTax
Thank you for your quick reply, this is really helpful! To clarify, yes, I made the Roth IRA contribution for the tax year 2021, and I request the return of excess contribution one week ago. As you said, I can wait until next year after I get the form 1099-R to amend the tax return of tax year 2021, but I guess I prefer to fix it now in 2021 tax return then I can ignore this issue next year. I just tried what you said and add the form 1099-R manually and it works well. I checked the final tax form 5329 and 1040, it all look correct. Thank you very much for your help!
‎April 3, 2022
6:01 PM