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Retirement tax questions
I'm in the same situation and am interested in the solution. The withdrawal was done in January 2025 to withdraw the excess contribution made for Tax Year 2024. The problem is I withdrew $415 instead of $413 of excess contribution (dumb mistake). Next year (2025) I will receive Form 1099 SA for Tax Year 2024 because the withdrawal was done in January 2025 so I don't have Form 1099 SA to file with this year tax return.
What should I do now?
Thank you.
‎February 10, 2025
8:01 PM