You had mentioned that the 1009-r was coded incorrectly with T (regular distribution). What should it have been coded with to show withdraw of over payment to Roth as well as the interest earned from it? I am assuming the earnings should be taxable, and impact MAGI for this year, but the removal of overpayment should not be taxable since I already paid the 6% penalty for it? Do I need to have financial institution recode it correctly, and if they do, does that now roll into 2025? If I know the correct code and the interest portion, can I just change the code in the return? Looking to wrap up this mess.
