RA2021
Returning Member

Help with Excess Contribution to IRA

I’ve made an IRA excess contribution in 2020, and just withdrew the excess amount. My broker noted that the 1099-R form will be issued in 2022, and I would not receive any additional form this year related to the contribution or the withdrawal.

Could you please let me know how I should report the items noted below in TurboTax:

- Initial contribution

- Excess amount withdrawal

- Earnings on the excess amount

 

Thanks,