Retirement tax questions

Dmertz,

thank you so much for taking the time to share your opinion.

Re-reading the short instructions from the 401k custodian that came with the duplicate/corrected 1099-Rs, I read:

"....if you already rolled over this amount to your IRA, you should withdraw the amount plus any earnings as an excess IRA contribution".

Do you think that I should do that and then include the earnings as 'Other taxable Income" for 2023?

 

thank you thank you

 

Andrea