Shanks2
Returning Member

Get your taxes done using TurboTax

Could you please clarify?

- When you filed your 2023 original return, if you already reported the excess contribution and earnings, where does the tax liability on earnings come again from? 

- And what do you mean by zeroing out values - don't you have to enter the amounts from the 2024 1099 forms that show the 2023 excess contribution and earnings?