Solved: Did backdoor Roth IRA, but didn't receive 1099-R form

Did backdoor Roth IRA, but didn't receive 1099-R form

If TurboTax is showing an excess Roth IRA contribution, examine Form 5329 Part IV to see why.

I assume that the contribution that you made for 2022 is $6,000. Revisit the IRA contributions section and make sure that you entered only that $6,000. That's the only contribution you made for 2022.

Your Roth IRA contribution for 2022 is not permitted to exceed your 2022 compensation from employment.

Make sure that 2022 TurboTax shows no excess contribution carried forward from 2021.

Please clarify the question did you receive a 1099R in 2024? I received a 1099 RN 2025 for income in 2024 does this apply to me?

in Retirement tax questions

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