Thank you all for taking the time to answer these questions, it is invaluable and greatly appreciated!
Fidelity says the 2022 1099-R will be mailed in Jan 2024 (the contribution and reversal took place in 2023 for TY 2022). So, I will not have a 1099-R for this at the time of my filing w/ extension on 10/16/23 (this Monday).
I saw online (ironically at the H&R website) that Form 5329 needs to be filled out. I can't seem to find a way to have TT generate this form, and I don't want to file without it as I would like to avoid having to file an amended return next year to address this situation if I don't address this now. Hence my question!
From the IRS website, it appears that I do have to file form 5329... under the "Who must file" section, there is this statement that appears to apply to me:
" The contributions for 2022 to your traditional IRAs, Roth IRAs,
Coverdell ESAs, Archer MSAs, HSAs, or ABLE accounts
exceed your maximum contribution limit, or you had a tax due
from an excess contribution on line 17, 25, 33, 41, or 49 of your
2021 Form 5329"
Hmmm.... what to do....
THanks again to all you savvy tax experts for fielding this...
