SusanY1
Expert Alumni

Self employed

Fidelity may issue a 1099-R for the withdrawal, which will be reported on your 2024 tax return (and be of no consequence assuming that you request a "return of excess contribution" rather than a standard withdrawal).  

Form 5330 relates to excise taxes which you are not subject to in this instance, so you do not need to file that form.

 

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