Thank you @Katie-P . Yes, I did put the excess amount from 2023 in the form 5329 of 2024, part IV line 18 but I never filled 5329 in 2023. So my next step would just be to fill the 5329 for 2023 and pay the 6% of the excess (eg $2000)? Since I was below my contribution limit in 2024 the excess amount from 2023 was absorbed into 2024 I believe. Since line 22 for form 5329 Part IV in 2024 is 0. So do I need to do anything for the excess for 2023? Like withdraw it or something?
