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jjyoo92
New Member

Will TurboTax software let me report excess contributions to my Roth IRA in 2023 that I withdrew (along with earnings) in 2024? I won't get a 1099R showing this until '25

I overcontributed to my Roth IRA in 2023 due to an unexpected bonus. I withdrew the contribution and associated in earnings in 2024. I'm looking for confirmation that TurboTax can handle this scenario and steps for reporting it, especially given that I won't receive the 1099R showing the withdrawal until early 2025. I'd like confirmation before diving in as another tax software told me they can't handle this particular scenario until I have my 1099R in hand. Thanks.
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