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2023 Excess Roth IRA Contribution Made in 2024
Need help completing my 2023 taxes (I filed the extension and now they are due Oct 15) with the following scenario:
$2,537-excess contribution made on 2/9/2024 for tax year 2023 (year prior contribution to Roth IRA)
$67.78-earning from $2537 excess contribution made in 2024 for tax year 2023.
Removed both $2537 and $67.78 in 2024 before Oct 15 deadline from Roth IRA.
Questions-
1) Do I fill out form 5329 for 2023 tax year or 2024 tax year and how so? I believe I will only owe taxes on the $67.78 earnings but not the 10% early withdrawal penalty since I removed before the extended Oct 15 deadline for the 2023 taxes.
2) Do I fill out form 1099R only for 2024 tax year or do I need to report for 2024 tax year?
3) Is there anything else that needs to be reported for tax purposes?
I want to be able to avoid completing an amended tax return for 2023.
Thank you!