taxpayer211
Returning Member

Roth IRA withdrawn excess contributions

I contributed $6000 to my IRA in 2022 before realizing that my salary was going to increase enough to make me ineligible to make that contribution. I have since withdrawn the contribution plus earnings.

I will not be receiving the 1099-R form for this until early next year.

On these forums I have read that I can submit a manually-entered 1099-R on the basis of what I expect it to say.

I followed the advice here: https://ttlc.intuit.com/community/taxes/discussion/reporting-excess-roth-ira-contribution/00/1900728

 

I have done this and I believe things are in order on the federal side, but when I go to my state tax return, it is listing the $6000 plus earnings as additional income that I am getting taxed on. This shouldn't be the case, because the $6000 I contributed is already accounted for in my W2. I can't see a way to adjust this because it is taking the information from the federal return. How do I fix this issue?

 

Thank you