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Retirement tax questions
I figured it out, thanks. But to answer your questions it was a contribution made in 2018 for tax year 2017. A distribution was taken later in 2018 to correct the ineligible contribution, therefore the 1099R was for 2018.
The 1099 R checked box 2b, and code P under #7.
I finally got Turbo Tax to create 5329 by backing into it in several ways. One was to enter the tax manually on the 1040, then follow back to the worksheet that would populate that line and somehow fooling with it until I got the form to appear.
‎October 14, 2019
10:21 AM