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Get your taxes done using TurboTax
I am sorry but I am not able to help you here. I followed the advice of Marilyn and Dana and it seemed to work. Notice I had extra questions and Dana answered those. Turbotax created that Form 5239 and also calculated how much extra tax I needed to pay.
I did not have any Federal withholding as you had with Vanguard (I don't even know how that would work from a Roth). Fidelity calculated the earnings on my excess contribution but did not withhold anything.
I hope Dana or someone can see your question.
‎April 4, 2025
1:18 PM
6,849 Views