Yes, you can enter the Form 1099-R now. To enter a refund of excess IRA contributions received in 2026 for 2025 contributions on your 2025 return, follow these steps:
- Go to the Wages and Income section of TurboTax
- Find the Retirement Plans and Social Security menu
- Start or Update IRA, 401(k), Pension Plan Withdrawals (1099-R)
- Choose Add Another 1099-R
- Choose I'll type it in myself
- Enter your distribution information on the 1099-R template
- Enter the distribution amount in box 1 of the substitute 1099-R
- Enter the earnings in box 2(a)
- Enter code "P" in box 7 (And code "J" if from ROTH IRA)
- Choose the year that will be printed on the 1099-R when asked
- On the screen that says Do Any of these Situations apply to you? Choose I need to file a substitute Form 1099-R
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
