thank you again for this reply
I did not make any contributions in 2022.
TT is trying to absorb the amount allowed to be a contribution for 2022. would it be better to cancel the check payment from Roth and just absorb it into 2022? pay whatever taxes and then figure it out later. My problem is I’m running out of time to execute or cancel the check payment if the excess.
I think I understand your statement that if it was “excess contribution” I can take it out tax and penalty free. That is a concept I did not understand. Which was why I put in a fictitious 1099.
I’ll take out the fictitious 1099 entry and see what happens. thank you again for this information!
