claireliuqqqq
Returning Member

Get your taxes done using TurboTax

I made $7500 conversion in 2023 and $1000 conversion in 2024.

So if I take the excess amount out of my Roth IRA account, should I specify to take $2000 out from the amount converted in 2023? Then how should I report this in my 2023 return on turbotax? I think I will only receive a 1099R next year from the brokerage regarding this distribution.