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Get your taxes done using TurboTax
@DanaB27 Thank you for the response. So, to confirm - I will not need to do anything in my 2024 return.
Based on this discussion, https://ttlc.intuit.com/community/taxes/discussion/withdrawing-excess-roth-ira-contribution/00/34346... - I thought I needed to enter a 1099-R as indicated here since after all this is excess contribution I did in 2024 (though I did receive my distribution + earning last week ie. in 2025)? This was the message I was following (though it differs from my case where I was using the Roth 401(k) - post tax money).
Please let me know when you get a chance. Thank you.
‎April 6, 2025
1:30 PM