Thank you for your reply! I found the form that I need to complete per your directions, however since Fidelity have not yet sent me my 1099-R (because I only just did the return of excess for 2024 this week and they said I would receive the 1099-R in Jan 2025), can I still go ahead and fill out the online for in Turbo Tax? Unfortunately, I am not sure what goes in which box since I do not actually have the 1099-R in front of me yet. I returned the entire $8000 and sustained an approximately $200 loss on my 2024 contributions. In this scenario, what boxes would need to be completed on the form?
