DanaB27
Expert Alumni

Get your taxes done using TurboTax

To confirm you checked your statements and don't show any Roth IRA contributions for 2022? Then your financial institution shouldn't have processed the return of the 2022 excess contribution (with loss). You might want to check with them.

 

But since you received the distribution and a Form 1099-R you will have to report it. But it won't be taxable since you had no earnings.

 

@TBmark23 

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