I appreciate all of your help and responses.I guess I am just confused on why the 1099-R needs to be placed in the taxes for 2023 when all of this occurred only...
The quoted paragraph I posted was not in a forum but in instructions on TurboTax when I first discovered the excess contribution. That is why I am confused on h...
Dates of everything occurred in 2024-2/9/24- $6,500 contribution last year for roth ira 20233/31/24 and 6/30/24- Interest paid8/29/24- withdrawal of excess cont...
I read on turbotax before the following which is why I am confused:"If you made the contribution to your Roth IRA in 2024 (between January 1, 2024 and the 2023 ...
