Retirement tax questions

Check Schedule 2 line 8 of your 2023 tax return to check if you paid the 6% penalty on your 2023 tax return. You need to pay the 6% penalty on your 2023 return since you didn't remove the excess before the extended due date of the 2023 return. If you need to amend your 2023 return then all you need to do is enter the Roth IRA contributions in the IRA contribution interview under Deductions & Credits. TurboTax will fill out Form 5329 to calculate the 6% penalty.

It looks like you took a regular distribution without earnings since you Form 1099-R has code T.  On your 2024 return you will enter this Form 1099-R:

1. Click on "Search" on the top and type “1099-R” 
2. Click on “Jump to 1099-R” and enter all your 1099-Rs
3. Click "Continue" on the "Review your 1099-R info" screen
4. Answer all the questions and make sure you enter the net contributions prior to 2024 on the "Enter Prior Year Roth IRA Contributions" screen (include the 2023 excess contribution here)
5. On the "Do you have any Excess Roth Contributions" answer "Yes"
6. On the "Enter Excess Contributions" screen enter the total excess contribution from 2023.

To clarify, was the $8,000 contribution for 2024 also an excess contribution? Did you request the withdrawal plus earnings for this excess? Do not take just a regular distribution, your financial institution has a special form to request the withdrawal of excess contributions plus earnings.