Retirement tax questions

Thanks! That worked.

 

One thing to note for whoever looks at this answer in the future: Apparently when you enter the earnings associated with your Roth withdrawal, it bumps up your AGI. When your AGI gets bumped up, it lowers the maximum allowable Roth contribution. So if you had withdrawn exactly the amount TurboTax had previously told you that you overcontributed, you'll likely learn that you *still* have overcontributed (because your limit fell after you entered the earnings on your correction).

 

So when you withdraw your excess from your Roth, pull out more than what the initial limit calculations told you. In my case, I needed to pull out about 15% extra before things balanced out.