I deposited too much in Roth IRA last year. I received a 1099-r. I have removed the $ before the deadline so need to not be penalized. How do get turbo tax to recognize

paulahufford1 · ‎April 15, 2026

PatriciaV

When you enter Form 1099-R with excess contributions, TurboTax should ask if you withdrew the excess before the filing deadline. If you missed that question, review your 1099-R entries again.

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fanfare

You can't resolve the excess prior to the tax return due date without the custodian's help. your action generates a 1099-R and will be a problem if you do it yourself.

Did you submit the "remove excess plus earnings" request to custodian?

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I deposited too much in Roth IRA last year. I received a 1099-r. I have removed the $ before the deadline so need to not be penalized. How do get turbo tax to recognize