Hello @DanaB27 ,
Thank your for your detailed explanation to the original thread. I have similar situation, however I have just filed the Return of excess contribution with Fidelity. I’m expecting them to process it shortly before April 15. So I would like to understand if the procedure is same as above ie everything can be resolved with my 2022 tax filing or will anything need to be reported in 2023 return further? (I am just trying understand if the 1099-R issued will be applicable to 2022 or 2023 return?) Thanks and appreciate your response if I may have repeated any question.
