Retirement tax questions

Generally, you will get for all your retirement distributions a Form 1099-R. When you take a regular distribution for the 2023 excess contribution amount in 2025 from you Roth IRA then you will get a 2025 Form 1099-R with code J in 2026. This form will be entered next year on your 2025 tax return and this will resolve the 2023 excess contribution as dmertz mentioned in his reply.

Yes, you will also get a 2025 Form 1099-R with codes PJ for the removal of the 2024 excess plus earning and this will be reported on your 2024 tax return:

1. Login to your TurboTax Account 
2. Click on the "Search" on the top right and type “1099-R” 
3. Click on “Jump to 1099-R”
4. Answer "Yes" to "Did you get a 1099-R in 2024?"
5. Select "I'll type it in myself"
6. Box 1 enter total distribution (contribution plus earning)
7. Box 2a enter the earnings
8. Box 7 enter J and P
9. Click "Continue"
10. On "Is the IRA/SEP/SIMPLE box on this 1099-R checked?" screen answer "No, the box is blank"?
11. On the "Which year on Form 1099-R" screen say that this is a 2025 Form 1099-R.
12. Click "Continue" after all 1099-R are entered and answer all the questions.
13. Continue until "Did you use your IRA to pay for any of these expenses?" screen and enter the amount of earnings under "Corrective distributions made before the due date of the return".

Please be aware, code P will say in the drop-down menu "Return of contribution taxable in 2023" but you can ignore that since the follow-up question will tell TurboTax that it will be taxable in 2024.