Deductions & credits

Thanks, Volvo Girl -

You are right, and I am relived to hear that.  My bank deposits from the Roth withdrawal occurred on Jan 14th, 2022. Thus, that makes sense. I'll get a 1099R in 2023 for that, and this will offset the May 2022 5498 which shows the 2022 Excess contribution.

 

Thank you again! I am so relieved now.

 

You've been a great help!

Have a great day!

Mike