Thank you for the reply.
Yes, I'm over 59 1/12. The excess will be removed after we get the W-2 which means we will withdraw the excess in February before filing our 2017 return. It will be reported as a return of contribution which will then be reinvested as a 2018 tax year contribution.
So you're saying I should create a mocked up 1099-R from the information you provided? That's okay since I wouldn't be receiving the 2018 1099-R possibly until 2019.
How do I get to the 1099-R entry screen? What section is it part of?
The 1099-R will then populate the 1040 line 15b?
Basically I have two choices,
I can do it now as you say and ignore the 2018 1099-R when I get it or
I can wait until tax year 2018 and report the 2018 1099-R I receive then with it?
