KarinaM
Returning Member

Get your taxes done using TurboTax

Thanks for confirming I don't have to report the excess contribution, and that I'll be able to ignore the associated 1099-R in 2024.

 

The only form I've received from them so far is the 5498 (contribution summary). On what form are Roth earnings (or losses) reported?

 

Does this mean I should soon be receiving that form, showing my original 2022 earnings on the Roth were, say, $100, so I'd enter 2022 earnings of $100+$10.61. And I should also receive a corrected version sometime thereafter (possibly after the 15 April date), reflecting the corrected earnings of $110.61?