Oops I had a typo in my last post.
In paragraph
"Based on IRS publication reading, it seems his earnings should be filed in 2023, but I read some other discussions on the Intuit site that his earnings should be reported in 2023. Would love some clarification here."
I meant to say:
"Based on IRS publication reading, it seems his earnings should be filed in 2023, but I read some other discussions on the Intuit site that his earnings should be reported in 2024. Would love some clarification here."
The bottom line question is whether his earnings from this corrective withdraw should be taxed in 2023 or 2024 when his contribution for 2023 was made in 2024.
Thank you
