@dmertz
I was about to file today but wanted to look that 5329 over first.
On 5329 TT has Part I filled out, line 1 $13 and line 2 $144, with code 12.
But then TT has me paying 6% on an excess contribution (looks like for 2019).
On 5329 It has Part IV Additional tax on Excess contributions filled in and line 18 has $144, excess contribution from line 24 of my 2019 5329 form? And line 22 Prior year excess shows $144. But I didn't have an excess contribution in 2019 and did not file 5329 in 2019.
I did indicate 2021 for my 1099-R that I entered for my return of the 2020 excess contribution plus earnings. I also entered that I had the $144 excess returned to me when TT asked that question. Reviewed my 1099-R's to ensure a duplicate of one didn't get entered.
What did I fill out wrong? What am I missing?
