https://ttlc.intuit.com/community/retirement/discussion/i-filed-a-removal-of-excess-roth-ira-contributions-form-with-my-broker-and-returned-the-amount-to-my/01/662753#M63065 I filed a "removal of excess roth ira contributions form" with my broker and returned the amount to my margin account. Now my 1099 for my Roth indicates this transaction as a distribution which it isn’t. It’s a return of funds. Even though my 1099 lists this amount as non-taxable it may still put me in a higher income bracket which determines my Healthcare subsidy. Thu, 06 Jun 2019 09:42:50 GMT mklausmeyer 2019-06-06T09:42:50Z https://ttlc.intuit.com/community/retirement/discussion/i-filed-a-removal-of-excess-roth-ira-contributions-form-with-my-broker-and-returned-the-amount-to-my/01/662753#M63065 I filed a "removal of excess roth ira contributions form" with my broker and returned the amount to my margin account. Now my 1099 for my Roth indicates this transaction as a distribution which it isn’t. It’s a return of funds. Even though my 1099 lists this amount as non-taxable it may still put me in a higher income bracket which determines my Healthcare subsidy. Thu, 06 Jun 2019 09:42:50 GMT https://ttlc.intuit.com/community/retirement/discussion/i-filed-a-removal-of-excess-roth-ira-contributions-form-with-my-broker-and-returned-the-amount-to-my/01/662753#M63065 mklausmeyer 2019-06-06T09:42:50Z https://ttlc.intuit.com/community/retirement/discussion/since-your-broker-issued-the-1099-the-irs-will-be-expect/01/662761#M63066 <P>Since your broker issued the 1099, the IRS will be expecting it on your return. &nbsp;</P><P>You should contact your broker and discuss the situation.</P> Thu, 06 Jun 2019 09:42:51 GMT https://ttlc.intuit.com/community/retirement/discussion/since-your-broker-issued-the-1099-the-irs-will-be-expect/01/662761#M63066 NancyG 2019-06-06T09:42:51Z