@DanaB27 Thank you so much for responding! I spent the afternoon reconciling my Roth IRA statements (2018/2019) against the 1099-Rs reported on my 2017/2018 returns. Based on this, I removed more excess contribution than was reported via 1099-R, by the exact amount shown in a 2018 1099-R I was able to download from my brokerage. This is also the amount carried forward as a penalty (over the past 4 yrs). I'm fairly certain the I missed entering a 1099-R dated in 2018.
What is the easiest way to fix this? Thanks again.
