Hello @MinhT1 @NY2NC95 --- I am about to file my 2023 taxes and I see there is still some confusion around how I should report my 2023 Excess Roth IRA contribution. Rather then putting the gain on excess as "Other Reportable Income", I should now follow the steps for generating a 1099-R for 2023 ? We did remove the excess amount from the Roth before the 2023 Tax deadline (April 15, 2024), so it is considered timely and therefore no penalty. I have the amount of the gain and will report that on my 2023 taxes. I am just confused on how to go about this in Turbo Tax for my 2023 filing. I am also under 59 1/2 so what codes do I select in the 2023 filing ? If you could shed some light in this that would be appreciated. Thanks again
