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Hi - I'm unfortunately affected by this exact same issue with Betterment. I withdrew excess ROTH IRA contributions and box 1 and 2a are the same -- 2a should be $0 (I did not gain or lose my original contribution). How do you file a return including the form 4852 on Turbotax? If I can't do it online, I've never mailed my return before. Will it take a really long time to get my refund?
Thanks -- and I'm really pissed off that Betterment won't correct the 1099-R.
@dmulchand wrote:
Hi - I'm unfortunately affected by this exact same issue with Betterment. I withdrew excess ROTH IRA contributions and box 1 and 2a are the same -- 2a should be $0 (I did not gain or lose my original contribution). How do you file a return including the form 4852 on Turbotax? If I can't do it online, I've never mailed my return before. Will it take a really long time to get my refund?
Thanks -- and I'm really pissed off that Betterment won't correct the 1099-R.
What code is in box 7?
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