We had a $500 excess IRA/roth contribution in 2022 (due to having multiple accounts) that I just had fixed before the tax filing deadline. So when I report the amount contributed in for traditional IRA/roths in turbotax for 2022 do I just report the now corrected input numbers? I had the brokerage withhold the 10% penalty when they fixed it and when I chatted with them they said that a 1099-R gets issued for the the 2023 tax season to show the correction, but they issued a Retail Before Tax ROE Letter with the information that should be sufficient to self report the return of excess on our taxes. So how to a go about reporting this situation correctly in turbotax for 2022?
