GM45
Level 2

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.