Hi, there,
I have two questions about my amended tax return.
1. I received the form 1099-R this year that is for excess contribution of Roth in 2023. I amended my 2023 federal tax return and submitted it. However, it has been rejected because WithholdingTaxAmt must be equal to the sum of the forms 1099-R. I checked the form1099-R in Turbotax Desktop and the amount ($170.48) in field 4, Federal income tax withheld was there. However, in form1040-X, field 12, Federal income tax withheld, it is 0. What should I do to make the withheld amount displayed in form 1040-X?
2. In form 1040-X, field 10, Other taxes, the number 144 is there. This is the penalty of 6% on our (I and my wife) early distribution of $2400. However, I withdrawn the excess contribution and the earnings before the due day and we are 68 years old. We should not get the penalty. The form 1099-R has the distribution code of J and P. I checked the page Form 1099-R, Distribution from Pension, IRAs. etc in Turbotax Desktop. The box that is for If box 7 code is 2 or 5, check if the distribution is from a Roth IRA, is checked. Is something wrong here? The box 7 only has the code J and P. How should I do to take out the other taxes from form 1040-X?
Thank you so much for your help.
