dmertz
Level 15

Retirement tax questions

If your year end balance is at least as much as your excess contribution, any amount that you enter for your year-end balance that is greater than or equal to the amount of your excess contribution will have no effect on your tax return since the excess amount will be the amount on which the penalty is based.  I would just enter an approximation of your year-end balance (as long as that approximation is greater than the amount of the excess).