Thank you AmyC. I will follow your advice. On my son’s behalf I will manually create a 1099-R and include it in his 2023 tax return. That will cause TurboTax to create a Form 5329.
A question: In my son's 2023 return do we also claim a tax deduction for his traditional IRA contribution (which is then erased by the 1099-R/5329)? OR do we not claim that tax deduction at all?
