Hi @DanaB27 thanks for your response. To clarify for 2024, I plan to repeat steps for 2022 and 2023, i.e. to enter 2022 excess contribution in Deduction section and form 5329 would show the excess contribution was resolved.
The 8 steps you listed, done in the Wage/Income section, would that be on top of what I do above, just so that it gets reported, as a necessary requirement with 1099-R issued? Or would it be in lieu of the above, so to show the excess contribution was resolved? Thanks for helping me to navigate the complexities here.
