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Retirement tax questions
You will receive a Form 1099-R from your broker reporting distributions in the year you received them. So, if the ROTH IRA money you contributed in January of 2023 was refunded in 2024, then you will receive a Form 1099-R for 2024 and you have reported everything correctly. When you receive the Form 1099-R in 2025, dated 2024, you will enter it in TurboTax and there will be a code P on it which will indicate the income belonged in 2023. Since you already reported it in 2023, you don't need to do anything further.
Once you enter the 1099-R in the federal portion of TurboTax, it should flow down to the California return so you just need to answer any questions you may see there that pertain to it.
You will likely receive a form 5498 reporting the IRA contribution even though it was returned to you.
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