@DanaB27 Just when I think everything is good with your help. I just found out my financial organisation has moved my excess withdrawal into 2024 IRA contribution because I answered a confusing question differently so they said no way to reverse it and I have to do an excess withdrawal for the tax year 2024. They did say that next I should be receiving 2 separate 1099R for 2023 and 2024 excess withdrawal.
So my question is for what your advise early for 2023 1099R substitute form below, do I need to change anything, specifically box 7?
Thanks
