MichaelG81
Expert Alumni

Retirement tax questions

Only enter forms for the tax year it is designated. Do not make up a 1099-R, if you feel it is incorrect contact your financial institution and follow their reporting procedures and ask them for a corrected one if needed.

 

Just need to let TurboTax know that your removed the excess amount for no penalty before your filing deadline, generally April 15th, 2023, in the interview section for the form, or when it tells you how much your excess contribution was.

 

@halst6 

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