Thanks for the reply, I can add some context
At the time of filing for 2022, I paid the excess contribution tax. Knowing I was over and my financial institution could not act in time for adjustment or recharacterization for last years filing deadline. So all actions done by the financial institution were done after filing 2022 taxes and now the full contribution $4140 was withdrawn from the Roth. Do I need to amend the 2022 tax return to keep records straight with government, showing that overage is now no longer existing? Do I need some other paper trail for auditing purposes?
I never got a 1099-R form for the contribution/withdrawl to my knowledge. The full withdrawal (+earnings=none) was taken within the same day it was deposited according to my financial statements within a month of filing day last year (so no time to gain any earnings). I'll look again to confirm, I import data from my financial institution so the numbers should be correct.
I typically import the 2022 tax return into 2023 so all that information carried over. I found that I had to start a fresh 2023 tax return (without prior year imports) to be able to have a return which eliminated the excess Roth Contribution from 2022 from carrying over into 2023.
