Thanks for your response. One last question to finally put this to bed. As I'm continuing my return, having included the 2025 Roth 1099-R, the TT Roth section is asking "Did you contribute more to a Roth IRA than was allowed in 2024 or any previous year?"
Technically yes, but given that I addressed this a year ago in my return and did in fact proactively remove those funds and earnings I should respond with no, correct?
I tried both options to see what happened:
"Yes" increases my fed taxes, which seems inappropriate since I fixed this last year, reported it and paid accordingly.
"No" does nothing and seems correct.
Again thank you for the assistance.
