1099-R for an excess contrib both made & returned in 2025. The distrib code is 8J, taxable amt in box 2a is $0. No profit, not deducted, but PA return forces to taxable

[skiingyac]

Effectively, I undid the 2025 contribution and the 1099-R reflects that. Turbotax in the PA return section says to go back and adjust the basis, but it will NOT let me edit the basis for this one, only for a different 1099-R with code PJ where a completely unrelated excess for 2024 tax year was returned in 2025 prior to filing 2024's return. How do I edit the taxable basis to show $0 or exclude this from PA tax? Everything I am reading says 8J is not taxed in PA, but Turbotax is taxing it.

[AmyC]

I created a return, entered 8J. After the federal entry, I was asked for a description - excess contribution. In the state section, it asks for the basis, I enter the box 1 amount and do not have any income showing on the PA for this 1099-R code 8J. Earnings are taxable to PA, not the return of basis.

Let's make sure you can get done correctly. A full or corrupted cache can cause problems in TurboTax, sometimes you need to clear your cache (that is, remove these temporary files).

Online version:

1. Delete the form 1099-R in federal section.
2. Log out of your return and try one or more of the following:
   • Don't use Internet Explorer.
   • Clear cache and cookies,
   • Sign in using a different browser.
   • Sign in using a different device.
3. Log back into your return.
   • Enter the information again. 

Desktop version: 

1. Delete the form 1099-R.
2. Save your return while closing the program.
3. Update the program
4. Open
5. Enter the information again.

Reference: PA Personal Income Tax Guide | Department of Revenue

[skiingyac]

That did not help.  In the final review, it came up (somehow) as an item flagged for review and required me to update/review the basis, in that screen (where you have the sort of raw PDF forms you enter data into) I was able to edit the basis that no other screen would let me edit.  This is just a bug in how the data is handled, it happened for multiple 1099-Rs.