captainstress
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Thank you for the follow-up and tips. It is a good reminder that the tax on the earnings is due when filing the year of the excess contribution, not the year yo...
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Thank you, DanaB27. That is what I've done and it looks good to me. I just worry that the 1099-R I "made up" to make TurboTax do its thing will confuse the IRS ...
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What did you end up doing? Did you create the "fake" 1099-R and e-file through TurboTax with it?
Activity Feed for captainstress
- Posted Re: Excess Contributions on Roth IRA on Get your taxes done using TurboTax. March 11, 2024 5:22 PM
- Posted Re: Excess Contributions on Roth IRA on Get your taxes done using TurboTax. March 11, 2024 8:02 AM
- Cheered Re: Excess Contributions on Roth IRA for DanaB27. March 11, 2024 8:00 AM
- Posted Re: Excess Contributions on Roth IRA on Get your taxes done using TurboTax. March 11, 2024 6:02 AM
- Posted What happens when there is a program update affecting your return after you file? on After you file. April 17, 2022 6:45 AM