MaryK4 Thank you for your response.
I have 2 questions:
1) Looking at your instructions above when preparing my 2024 tax return, on step 10 is there possibly a typo to say the 1099-R I create is a 2025 1099-R? Shouldn't it be a 2024 one?
2) Should I still enter the $8,000 excess contribution to the Roth in the TurboTax software since that contribution has now been removed? Or do I act like it never happened since corrective action was taken before the tax date?
Thanks again for helping with this.
