Retirement tax questions

jebalim · ‎March 12, 2023

Thanks a lot for the reply.

I did follow these instructions but TT still taxes the 6000$ ( see attached screenshot. the 27337 is a Traditional IRA to Employer 401K conversion )

Am I answering one of the questions incorrectly ?

for example :

Withdraw from Taxpayer's Roth IRA Before 2022?

Unless you meet certain IRS qualifications, you may have to pay taxes or penalties on any withdrawals you've made from your Roth IRA.

I replied NO to this questions since I corrected the excess in 2022 ( not before 2022 )

thoughts ?