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Had excess 2023 IRA contribution. Before filing 23 taxes moved excess to 24 reducing 24 contribution to offset. Received 2024 1099R but no distribution. What should I do?
Who prepared my taxes last year help me determine that moving the excess 2023 contributions to the following year and reducing my 2024 contributions was the path to take. When I received the 1099r this year turbo tax said I needed to amend the 2023. By not taking a distribution, do I need to do this?
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March 9, 2025
6:17 PM