2023 MAGI was too high. Removed Roth prior year excess contribution plus earnings in March 2024. Reported 2024 1099-R on 2023 return. How can report 2024 boxes 4 and 14?

Turbo Tax wants me to amend my 2023 tax return.

posted

Connect with an expert

1 Reply

The withholding must be included on your 2024 tax return since that's when it was taken.

That's how it works.

Still have questions?

Questions are answered within a few hours on average.

*Must create login to post

Do you have an Intuit account?