Glad to help. Just one other minor thing that can be frustrating.
You might need to adjust the amount of excess upward or you could end up in a loop when trying to enter all of this.
The amount of excess is biased on the contribution amount and your MAGI. After entering all of your income the MAGI is known, and the excess based on that, but when you enter the 1099-R and the earnings that get entered on line 15B that *adds* to the MAGI so the excess then increases (by a small amount), etc, etc.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
