I made an excess contribution of $5000 to my Roth 403b in 2022. I received back these funds this year (2023), with a loss of $1000.
How do I report these on my 2022 taxes, given that I will not receive an official 1099-R until next year (2023)? Will any of these funds be taxable (box 2a of 1099-R) given that they were Roth contributions?
Thanks in advance for any help!
