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Retirement tax questions
Yes, you will need to amend your 2023 return- if you withdraw a contribution to your Roth IRA, you must include the earnings on the contributions in income for the year in which you made the contributions. You can amend the 2023 return (see How do I amend my federal tax return for a prior year?). You can add the 2024 1099-R and TurboTax will ask you what year the 1099-R has on it. If you indicate 2024, it will add the income to the 2023 return. @STT4
[Edited 02/09/25| 2:11 pm PST]
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‎February 9, 2025
10:17 AM
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