I had been regularly contributing to my IRA via payroll in 2023, and when completing my 2023 taxes, realized my income level had increased to the point where I had contributed beyond the limit. I removed the excess funds in March 2024, and reported both the original amount, and the amount I removed on my 2023 taxes prior to submitting them.
Now, I have received a 1099 R with a tax year of 2024, and Turbo Tax is saying I 'may' need to file an amended return. If my 2023 taxes reflected the excess contribution distribution, do I need to amend? Do I need to enter the 1099 R on my 2024 taxes?
