1. Yes, you'll need to amend your 2023 tax return to report the excess contribution on form 8889 and pay the excise tax of 6% on form 5329.
2. The excess contribution will appear income on your amended 2023 tax return, not in 2024, as you have withdrawn it before April 15, 2025.
3. Form 5329 is needed on your amended 2023 return, not in 2024.
4. Form 8889 for 2023 shows the excess contribution.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
