KrisD15
Expert Alumni

Retirement tax questions

No, don't select that option since you aren't disputing a distribution, simply correcting the excess contribution and you will get a 1099-R for 2025. 

 

Enter as if you received the 1099-R and follow the steps provided. 

 

Your just entering the 1099-R that you'll get later so that you needn't file an amended return. 

The IRS will understand what you are reporting. 

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