katsbirds
New Member

Excess Roth IRA contribution in 2022

I had an excess contribution of $3344 in 2022, but removed $3350 in April 2023 BEFORE I filed my 2022 taxes.

I received a 2023 1099-R and entered it on my 2023 taxes. Do I need to declare the excess as a distribution on my 2023 taxes? And why is it telling me I need to amend my 2022 tax return?