Hello,
I have a similar issue (I made an excess contribution in 2022 and withdrew the excess in 2023). I called the IRS and asked them about the two options discussed in this thread (file a dummy 1099-R, or wait to amend the 2022 tax return in 2024). The agent suggested that I do two things instead: 1) Input the distribution and any gains on the 1040 line 4a and 4b, and then 2) attach a letter explaining my situation (made excess contribution but removed excess by tax filing due date)
Do you know how I can access 1040 to made this edit?
thanks
