@GM45 Yes, you would not enter the 2025 1099-R on your 2025 return for earnings you received on excess contributions on a Roth overcontribution made for 2024, since these earnings were already reported as income in 2024. You may want to go back and look at your 2024 return to make sure that the earnings reported on the 1099-R match up with what was reported on your 2024 return. If so, you are then good to go!
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