@fanfareSince I already included the withdrawal and tax withholding on my 2022 return, I shouldn't need to do a 2022 amendment I thought. At least that was the ...
Thanks for the reply@AnnetteB6I believe I followed all the instructions but I still feel like something is wrong.When I add both 1099-Rs, it is showing that I h...
So to summarize:I contributed to my Roth in 2022, withdrew funds in 2023, will not get a 1099-R until 2024, and you are saying this will 1099-R will say "2023" ...
Thank you@DanaB27for the answers.Now I just found out that there was federal and state tax withholding on the distribution and I am trying to include that. I pu...
"No, if it was after tax money you can take the excess Roth IRA out without additional taxes, but still have to pay taxes from your W2 income. The only tax will...
