MaryK4
Expert Alumni

Get your taxes done using TurboTax

Timely corrections must be reported in the year of the withdrawal on IRS Form 1099-R. Any earnings will be included as taxable income in the year you made the excess or non-deductible contribution.  [Edited 04/09/2025 | 11:15 am PST]
 

@Callindril 
 

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