In March 2023 I had Vanguard do an excess removal of my 2022 Roth contributions into my brokerage account since I was over the income limit. Fast forward 2024, and I have a 1099-R for that removal. I've inputed it on my on my 2023 returns and get the "Which Year on Form 1099-R" question (2023) or (2024)? Naturally I pick 2023 since it does say 2023, but then it tells me I my need to amend my 2022 return.
I just want to confirm this is current and that I do need to actually amend the 2022 return.
Reading similar topics here, it's suggested picking the current, which doesn't tell you to amend. Again I'm just making sure I need to amend my 2022 return, only if I have to. Thank you!
