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How do I include the Roth IRA excess distribution gain on my 2023 taxes ? It was timely but Fidelity will only send me the gain letter. The 1099-R won't come until 2025.
Fidelity will only issue the earnings gain/loss in a letter to use for my 2023 taxes. In 2025, I'll get the official 1099-R. I have to include the gain/loss in my 2023 taxes to avoid any penalty. How do I include this in my Turbo Tax 2023 filing ? Any guidance would be appreciated. Thank you
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March 5, 2024
7:12 AM