Still having trouble and it seems like a bug. Both my wife and myself made $7k ROTH IRA deposits in 2022 that we were not qualified to do. We withdrew it but with the market drop the withdrawn was less. My 1099-R was $6,281; Wife - $6,311; When going through the EZ step it asked to enter Roth IRA contributions / Total Roth Contributions for 2022. Below it says for 12,592 was previously entered on for 1099-R. Don't enter here. It's combining both mine and my wife's 1099-R's. Does the same when entering her information. Assuming this is just a screen presentation number and not being used for calculation. When I looked at the IRA Contributions Worksheet it shows our IRA's separate and correct on line 25. Problem/bug comes on line 26. When going through EZStep for me.. How much excess to 2022. Indicate how much of remaining excess contribution of $6,281 you want to credit. I enter $6,281. Wife.. How much of $6,311 you want to credit.. $6,311. Contributions withdrawn before the due date.. Doesn't say for who but assuming me. $6,281. For the wife get a message: Because made an excess contributions of $12,622 to Roth IRA you will owe a 6% penalty. If I walk back through the EZSteps and don't change anything the question numbers change and Federal Tax Due keeps changing. There has to be a bug in this area of the code.
