Retirement tax questions

If you timely filed ( April 15) you have until Oct 15 to remove the excess plus earnings, which you did, without penalty.

if the earnings were greater than Zero, that is a taxable amount to be reported on your 2024 tax return via Form 1040-X.

 

@MsSlowky 

Usually the true 2025 1099-R comes in February 2026. What are you looking at and what is the taxable amount shown?