DanaB27
Expert Alumni

Get your taxes done using TurboTax

To confirm, you received the $2,400 excess for 2021 in 2023 not 2022? You stated you received a 2023 Form 1099-R for the distribution?

 

If you received all distributions in 2023:

 

1. Correct

2. Answer No

3. Correct, $12,000

4. Correct, $2,400

5. Correct

 

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