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Made excess contribution to IRA in 2023 that I removed in 2024 without amending.
I removed the excess contribution of $500 in February 2024 which they sent back to me via check. They then sent me $18 and change as an early withdrawal and took out 10% taxes as an early withdrawal. How do I report this on my 2023 tax form without having to wait to amend until next year without the 1099R in my hands or does it count on my 2024 taxes?
‎April 4, 2024
12:15 PM