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How to manually file return of excess when 1099-R doesn’t report it
I accidentally contributed to a Roth in Robinhood and then took it back almost immediately - within the same hour.
Robinhood support is saying that they cannot change the 1099-R to show a return of excess but that TurboTax can reconcile this in the tax forms. How do I do that?
Am I allowed to just change the code in box 7 and claim return of excess even if the Robinhood 1099-R doesn’t match?
Source: https://robinhood.com/us/en/support/articles/ira-adjustments/
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February 23, 2026
1:52 AM