Retirement tax questions

These are the instructions you will see in TurboTax when you are notified that you have an excess contribution. They assume the correcting distribution was received in 2025, but you can try the entry even if you received it in 2024 as it won't adversely affect anything. You can also try deleting your W-2 entry and Form 1099-R entry and re-entering them as sometimes things will calculate better when you do that.