dmulchand
Returning Member

Retirement tax questions

Hi - I'm unfortunately affected by this exact same issue with Betterment. I withdrew excess ROTH IRA contributions and box 1 and 2a are the same -- 2a should be $0 (I did not gain or lose my original contribution). How do you file a return including the form 4852 on Turbotax? If I can't do it online, I've never mailed my return before. Will it take a really long time to get my refund? 

 

Thanks -- and I'm really pissed off that Betterment won't correct the 1099-R.