Thank you so much. Thanks to you both I think I am clear.For 2024Remove the excess contribution and the earningsReport the earnings on (a fill in myself) 1099 R...
Sorry why would I get a 1099R for the 2023 withdraw since I am past the due date? I know I will get one for 2024 (though will report that the earnings this year...
Amazingly helpful. THank you. One last question your answer brought up - for 2023 you said not to tell my financial institution about the withdraw of the overco...
