@dmertz I have that situation where the 10% withholding is recording on my subsequent year's 1099-R.
In my case, I realized my contribution to Roth was an excess just before I filed my return in 2018 and asked Vanguard for the return, which was processed but not before April 15. So this year I got a code PJ 2019 1099-R showing a taxable income amount in box 2a AND a withholding in box 4. I have entered the 1099-R into my 2019 and no taxable amount and no penalty flows into my return, which seems correct because I am amending the 2018 return. But the withholding amount flows into my 2019 return, which I'm not sure makes sense. I am amending my 2018 return and entering the 2019 1099-R and indicating to TT that this is a 2019 1099-R. So the taxable amount flows into my return. So far so good. TT also calculates the 10% tax penalty BUT TT does not credit the withholding.
On the one hand everything from the 1099-R flows into a return somewhere only once, but is this correct? How do I get it so that the witholding and penalty flow into the return for the same year? Or should I not bother?
