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Get your taxes done using TurboTax
Update/Follow up: I made the request to withdraw excess contribution, and request was fulfilled. Fidelity sent me a bit more than excess contribution, I'm assuming that's the earning part. Fine.
But how do I report this info on THIS year's return? I asked Fidelity if there's an updated 1099-SA, they said no, this withdrawal would show up on next year's 1099-SA...what should I do in turbotax to avoid paying the extra 6% penalty on the excess contribution for 2023?
‎February 21, 2024
7:07 PM