So let me add some more context about the 2023 contributions to Roth. The $7500 was added on April 11, 2024 ; after I had already filed my 2023 return. It was coded to go against 2023. I did not remove the money (and earned interest) until December 23, 2024. Do I still need to amend 2023? If I need to amend 2023, is that where I enter the 2024 1099-R coded with “T”? What gets entered into 2023 and 2024? This is confusing.
