1099-R (2024) with PJ distribution code - turbotax is telling me to amend 2023. I want to verify whether this is needed. I had excess Roth IRA contribution for 2023, which I subsequently had my broker withdraw (requested before tax deadline, but seems to be processed afterwards). As a result, on my 2023 tax return I did NOT put down the excess Roth IRA contribution. Some additional details is that there's 500$ taxable income income and 50$ federal tax withholding on the 1099R. Do I still need to amend my 2023 tax return? If I do, what parts would I amend exactly? & Would I also need to put the 1099R on my 2024 taxes? Thank you.
