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tt excess contribution info
please see attached screen shot. It asks for my "excess Roth IRA contributions for prior years". I do not know what amount to use. I made excess contribution in Jan 2022 but then subsequently took distribution of that contribution PRIOR to submitting my 2022 tax return and did not receive 1099R until Feb 2024 (form date was 2023 form 1099R). so I don't know what amount to use in that page attached. do I NOT include that excess contribution since i received distribution of it prior to return due date?
March 15, 2024
12:03 PM