Hello,
Thank you for clarifying that I do not need to input the State and Federal taxes withheld on the 1099-R form since it will be applied to my 2025 tax return. For the box 2A, taxable amount, do I need to input this amount?
This would be the Gross Distribution minus my total excess contributions, correct?
For excess IRA and Roth IRA contributions, do I only need to input t the Gross Distributions amount (box 1) and the Taxable amount (box 2a) into 1099-R form?
Thanks!
