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XP666
New Member

Two Excess Contributions and withdrawal but TurboTax only gave one 1099-R form, what to do? And it did for 2024 so need 1099-R 2025, but TurboTax only provided me 1099-R 2024 automatically.

We are doing 2024 Tax Return. I have excess contribution to my Roth IRA and my spouse has excess contribution to his IRA, in TurboTax, we followed step by step to report contributions and withdrawal including earnings need to be taxed in the same year. Then the TurboTax provided one 1099- R for my spouse only, I couldn't get my 1099-R, and also the 1099-R is 2024 not 2025's. We couldn't continue to complete our tax return. Please help.

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1 Reply
robtm
Level 10

Two Excess Contributions and withdrawal but TurboTax only gave one 1099-R form, what to do? And it did for 2024 so need 1099-R 2025, but TurboTax only provided me 1099-R 2024 automatically.

Is the 1099-R you didn't get for 2024 or 2025? You will not get the 2025 until when you do your taxes next year for 2025. 

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