If you entered the $6,500 contribution on your 2023 tax return then make sure that you indicate that you removed the excess on the penalty screen:
- Click on "Search" on the top right and type “IRA contributions”
- Click on “Jump to IRA contributions"
- Select “Roth IRA”
- Enter the Roth IRA contribution
- Continue until the penalty screen and enter the excess contribution amount withdrawn.
If you didn't enter the Roth IRA contribution in the IRA contribution interview then you do not need to add it since you withdrew the contribution plus earning by the due date. In this case you only add the 2024 Form 1099-R.
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