uksuey
New Member

How do I get distributions of Roth IRA for excess contributions for previous years to populate on Line 20 of Form 5329?

I don't have my 1099-R yet (will receive next year) and entered distributions as code J and P (since related to current year distributed before tax deadline and 2 previous years).  I thought this would automatically populate Line 20 of Form 5329 but it did not.