In 2024 I mistakenly made an excess contribution to my Roth IRA. I withdrew the necessary amount from my account, however, this withdrawal was processed in January 2025. My brokerage account informed me that I won't receive a 1099-R form for the withdrawal until later this year. My question is, do I still need to report something for this tax year (2024) since that is when the excess was contributed and gains were made in the Roth account?
*Not sure if it matters but this is not an employee roth account. I am self employed.
Thanks advance for your help!
