MinhT1
Expert Alumni

Retirement tax questions

You will receive the form 1099-R next year only. So you do not have form 1099-R.

 

TurboTax is only warning you that you have an excess contribution. Now that you have reported the excess contribution as I indicated, all is well and you can e-file.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"