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I had an excess contribution to my 2024 Roth. I've already withdrawn the amount of the excess contribution along with the earnings on it. How to I enter this in TurboTax?
It looks like there's a spot for "Your Excess Roth IRA Contributions for Prior Years" and I entered my excess contribution there. But now the TurboTax review is insisting that I provide a 1099-R and - since I didn't withdraw the excess until early 2025 - I don't have that 1099-R yet.
I'm ok with filing an amended return next year or - if it's possible - handling it all this year. I just need to know what to fill in an where for either of those options.
‎April 12, 2025
11:22 AM