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How do I report a 2018 excess Roth IRA contribution withdrawn in 2019? I can't input values in Form 1040 lines 4a/4b (Form 8606 instructions).
How do I report a 2018 excess Roth IRA contribution withdrawn in 2019? I will not receive a 1099R until later this year and Form 8606 states "you must include the amount of the distribution of the returned contributions you made in 2018 and any related earnings on your 2018 Form 1040, line 4a; or Form 1040NR, line 17a. Also include the related earnings on your 2018 Form 1040, line 4b; or Form 1040NR, line 17b" and that related earnings are subject to the additional 10% tax on early distributions in Form 5329. However, Turbo Tax will not let me input values in Form 1040 lines 4a/4b and is generating the 6% penalty on Form 5329.
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‎June 1, 2019
3:01 PM