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Retirement tax questions
"Answer all the questions and make sure you enter the net contributions prior to 2022 on the "Enter Prior Year Roth IRA Contributions" screen" Done
"Next question" is "Any Roth IRA conversions?" Done
The last question is, "Do you have any excess Roth contributions?" Done
No place there to enter "another reason."
I don't see any question about earnings. After entering each 1099-R it asks me if I withdrew for any of the qualified reasons or "used it for something else," which is what I chose.
Can you tell me where to find the "another reason" on the form itself (as opposed to EasyStep), @DanaB27? Your help is greatly appreciated. Although, since I had no earnings, it may be moot.
I did find that my contributions were too low and fixed that. Still, the taxable amount is only ~$2700 and my refund was reduced by $600.