DanaB27
Expert Alumni

Retirement tax questions

No, you do not include the 1.31 gain from the rollover account. You do not need to enter this 1.31 gain anywhere since this was a rollover.

 

In regards to entering the Form 1099-R for return of excess Roth IRA contribution plus earnings, box 1 is $79.45 ($75 plus $.45 gain) and box 2a is $4.45 (gain from Edward Jones).

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