Thanks @fanfare, for the additional information. I will get the excess 2023 contribution returned prior to 4/15, in addition to the earnings from that (I'll ask the custodian to calculate the earnings attributable to the excess contribution). The 2023 NIA earnings goes on the 1040 line 4b as a taxable IRA distribution because the excess shouldn't have been in the Roth. And as @Opus 17 noted, I will do a substitute 1099-R with my return this year as it appears that I won't get that from the custodian until JAN 2025.
