neldal
New Member

Excess RMD returned to IRA 2023

My broker took out a double RMD from my IRA and then returned the excess in 2023 within 30 days.  However my 1099-R has the full amount and all the taxes on that amount.  I have no other 1099 to show that the money was returned to the IRA.  What do I do?  The solutions from 2019 do not work in 2023.