hi @DanaB27 ,
I did remove the entry from line 12 and that got me past the error.
As far as the excess that was removed - that was actually removed from the traditional IRA, I just checked the form we filled out for the institution and the transaction histories for the IRA and the account to which the excess was moved. That also shows us having paid taxes on the excess earnings (likely not the proper term, sorry). As I understand it, in 2023-early 2024, we made the excess contribution, removed it, paid taxes on the excess earnings, and reported the excess to avoid having to file an amended return this year per the previous advice.
This year, we got those two 1099-R forms from the financial institution, so I entered them into TurboTax. Removing that value from the aforementioned line 12 is the only other thing I've done that seemed related. Hopefully that covers us..?
