For the 2023 correction, you need to amend the 2023 return, as @Terri Lynn mentioned in her post.
For the 2024 return, I'm assuming you have not yet filed. In this case, you'll include Form 5329 with your original 2024 tax return. If using TurboTax Online, navigate to Federal>Deductions & Credits>Traditional and Roth IRA Contributions. Go through the questions for the Roth IRA, and click Yes when you see this question: Do you have any excess Roth IRA Contributions? On the next screen, enter the $1,000 excess contribution from 2023. On the next screen, enter the $1,000 again when it asks how much of the excess to credit to your 2024 Roth IRA contributions. By taking these steps, the form will auto-populate and you should be in good shape.
[Edited 9/19/2025 4:53AM ET]
@Nwct25
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