sorry, it's the Roth IRA Deduction/Credits section for
| Retirement and Investments |
Traditional and Roth IRA Contributions.
It asks about stuff before 2019.
For the "Distribution from Your Roth IRA Before 2019?" screen, do I answer Yes or No...the only distribution I had was for excess back in 2018...
For the "Do You Have any Excess Roth Contributions" screen for "Your Excess Roth IRA Contributions for Prior Years" ... is this talking about EVER in the history of this Roth IRA or is it really asking do I have any CURRENT Excess?
Back in 2018, I had Excess and I withdrawled it before April 15, 2018 already. That is the only thing I have withdrawled from this Roth IRA in the past but it was already "settled" in 2018, or do I bring it up again.... I see if I indicate I have Excess again, I'm penalized at the 6%, so I'm assuming it is asking about Current Excess from previous years, which would be none in my case if that is what it is really asking.
I guess the basic question is: As long as I withdraw excess within the same year, it is not reported as "excess" or "distribution" in future years, right? Does excess questions in future years only mean if it was carried over & not withdrawn in year the excess occurred then?
I have the same issue again this year, will be withdrawling excess tomorrow.
