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.
posted
last updated
April 22, 2024
2:54 PM