I ran into a couple of issues with the online Turbo Tax software. I entered the 1099-R information as suggested. I also entered $20 for Other Reason exception. But I'm not sure how to access Form 5329 line 2 code 12? I don't see a way to view or interact with the 5329 form.
I also got a prompt to review the IRA Contributions Worksheet Line 26, and it is indicating the following, which I don't understand.
"Taxpayer's excess Roth IRA contribution credit should be equal to $99, the Roth IRA contribution credit from Form 5329 Part IV."
