Friends, Romans, tax experts, lend me your eyes.
Revisiting my issue from a year ago. I did end up reporting my excess Roth contribution in my 2024 return.
I now have my 2025 1099-R from Fidelity and it correctly reports codes P and J, there is nothing in boxes 4 or 14. To be redundant and ask what has already been graciously answered a year ago, can someone please confirm that I may ignore this 1099-R for my current return.
Also because TT imported my data from Fidelity, my in progress return includes the above. Is it safe to simply remove the record of the 1099-R or would I be better off starting my return over and typing my figures in manually? I ask because I don't know if some piece of this irrelevant form might populate elsewhere in my current return unbeknownst to me.
Thanks very much for your expertise.
