Hi,
I have the same issue - an excess Roth contribution at a loss.
Summary:
$2,719 - 2022 Excess Roth Contributions
$335 - Loss as of 3/31/2023
$2,383 - Amount withdrawn on 4/4/2023. Taxes filed on 4/5/2023.
2023 1099-R says $2,383 in Box 1, zero in Box 2a, codes J,P in Box 7.
I am following the steps provided and am stuck on your step 4. I don't reach a "penalty screen". The only place I can enter an amount says "Enter Excess Roth Contributions for Prior Years". I entered $2,719 here. There is no place to enter the $2,719 as withdrawn. Can you please further assist?
