RobertB4444
Expert Alumni

Get your taxes done using TurboTax

Sorry @markrocknroll - you're going to use code 8 because you pulled the money out before the tax deadline so it all counts as 2024.  And you will put the excess and the earnings in box 1 and the earnings only in box 2a.  That way you will pay tax on the earnings but not on the amount that you contributed.

 

@markrocknroll 

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