You can check your 2023 Form 5329 part IV, if the excess was applied as 2023 Roth IRA contribution.
You will enter the Form 1099-R into TurboTax. Your Form 1099-R should have code J showing a regular distribution since you removed the excess contribution after the due date. This distribution shouldn't include any earnings. If the excess wasn't applied as a 2023 contribution this will resolve the excess contribution.
- Login to your TurboTax Account
- Click on "Search" on the top and type “1099-R”
- Click on “Jump to 1099-R” and enter all your 1099-Rs
- Click "Continue" on the "Review your 1099-R info" screen after you entered all you Form 1099-R
- Answer "Owned Any Roth IRA for Five Years?" screen
- Continue through the questions and make sure you enter the net contributions prior to 2024 on the "Enter Prior Year Roth IRA Contributions" screen
To clarify, you husband moved after-tax funds from a Roth IRA to a traditional 401(k)? That shouldn't be possible. Please see IRS Rollover Chart for additional information.
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