Solved
Fidelity will only issue the earnings gain/loss in a letter to use for my 2023 taxes. In 2025, I'll get the official 1099-R. I have to include the gain/loss in my 2023 taxes to avoid any penalty. How do I include this in my Turbo Tax 2023 filing ? Any guidance would be appreciated. Thank you
The correct way to deal with the 2023 excess contribution is to follow the instructions in this good answer by Tax Expert DanaB27.
@NY2NC95
I have edited my answer.
[Edited 3/24/24 | 9:34 AM PST]
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