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After you file
1 yes
2 yes
if you did not file 2023 yet there would be no reason to amend.
there is never an early withdrawal penalty for taking out your contributions.
removal resolves the excess and ends the penalty.
you may be able to e-file 2022 1040-x after turbotax opens amendments,
since a few others have reported success with that (prior year amendment).
2021 will probably require paper filing.
You don't need a 1099-R for any of this.
You won't get a 1099-R until 2025.
‎January 21, 2024
6:53 AM