Thank you so much @dmertz for your time and insight!! Your explanation makes sense to me BUT the old plan only provided below:
1) a corrected 2023 Form 1099-R with code G for the portion that was eligible for rollover;
2) a technically new 2023 Form 1099-R with code E ('distribution under Employee Plans Compliance Resolution System') for $6000, the portion that was the excess contribution but the form says 'duplicate'.
3) NO other 1099-R was provided😂.
The letter that we received from the old plan administrator also called $6000 a "corrective distribution". So it is a relieve that you don't think the withdraw would be taxable.
Given the new 2023 Form 1099-R has code E, does it sound right to you that the amount appear in my amended 2023 Form 1040, "Line 5b - Pensions and annuities Taxable Amount" instead of Line 1h as other earned income?
Your effort and assistance are much appreciated!!
Tammy
