DanaB27
Expert Alumni

Get your taxes done using TurboTax

1. Since you removed the Roth IRA contribution for 2023 you do not enter any Roth IRA contribution for 2023 in the IRA contribution section.

2. If this was your first withdrawal in 2023 then say no.

3. You will enter $12,000 (exclude the contributions withdrawn before the due date).

4.  I assume you only had an excess contribution of $2,400 for 2021 for prior years, since you did not mention anything else.

5. If you entered the Roth IRA contribution for 2023 then you will enter $2,000 but if you follow number 1 above then this isn't necessary.

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