xxraltz
New Member

Retirement tax questions

Hi! I need some help. 

I over contributed to my Roth IRA. I contributed $4600 but I only earned $2000 this year. So $2600 is in excess. I've contributed to my 2020 IRA only after February 2021. 

 

After 1.5 months of waiting, my financial provider finally removed my excess contribution today, on May 14th. That is only 1 day before the tax deadline of May 17th. So I won't be getting a 1099-R. 

How do I report my Roth IRA contribution and the Removal of Excess Contribution? I read through this thread, but I don't know how to get started.

Greatly appreciate any help received!