jpstultz
New Member

Another attempt to enter RMD reversal without Turbo telling me I have excess IRA contributions and penalty. What am I doing wrong?

1.  I deleted the 1099-R for the IRA withdrawal but not the 1099-R for a state pension.

2.  Re entered the 1099-R.

3. Checked "not a RMD withdrawal" ox

4.  Checked "rolled over to an IRA" box

5.  Checked "yes, rolled over total amount and included my own money" box.

I still got the "excess IRA contribution" warning.