Re-read all your posts again, and have the courage to file her 2021 return now. She only has one 1099-NEC, with $2800 in box 1. No other incomes or deductions. She was an intern, working 400 hours. She can be claimed, but no one will claim her. *Assume" her earnings are $25.
1099-R:
box 1: 3398+1250+25=4673
box 2a: 25
box 7: J, P
the rest boxes, all unchecked
Which year on form 1099-R: 2022
IRA interviews:
Q1: Enter your total Roth contributions for 2021, A: $6,000
Q2: Switch from a Roth to a Traditional IRA, A: No
Q3: Would you like us to track you Roth IRA basis, A: Yes
Q4: Withdraw from Your Roth IRA Before 2021, A: No
Q5: Enter Prior Year Roth IRA Contributions (Roth IRA contributions prior to 2021), A: $1,250
Q6: Any Roth IRA conversions, A: No
Q7: Enter Excess Contributions (Your Excess Roth IRA Contributions for Prior Years ), A: $1250
Q8: How much Excess to 2021 (indicate how much of your remaining excess contribution of $1,250 you want to credit toward your 2021 Roth IRA contributions, A: $1250, is this correct?
Q9: Contributions Withdrawn Before the Due Date 4/18/22, A: $4,648 (3398+1250), is it correct?
Form 1040:
Line 4a: 4673
Line 4b: 25
Line 8: 2800
Line 10: 198
Line 12a: 2952
Line 23: 399
Form 5329:
Line 19: 1250
Line 20: 0, is it correct?
Thank you so much for being so generous with your time and knowledge! We want to send you a gift card for helping us through all these troubles. Can we private message you?
