The change of code isn't done with the custodian it's done by filling out a substitute Form 1099-R on your tax return.
Yes, you can apply the excess to 2025. This will be done next year on your 2025 tax return, you do not involve your custodian:
- Click on "Search" on the top right and type “IRA contributions”
- Click on “Jump to IRA contributions"
- Select “Traditional IRA”
- On the "Do you have any Excess Traditional IRA Contributions" answer "Yes"
- On the "Enter Excess Contributions" screen enter the total excess contribution left
- On the "How Much Excess to 2025?" screen apply the excess as a 2025 contribution.
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