This looks to be "user error" when entering the Insurance 1099-R. Instead of choosing for the source (on the federal side) "Not eligible for exclusion for those...
I see where the issue is and I believe it to be a bug. In addition to the beneficiary IRA, I also have a $25 1099-R from an insurance company that is not a bene...
In looking at this further, form 5329 doesn't appear to be correct. line 18 (enter your excess contributions from line 24 of your 2020 for 5329. If zero go to l...
I am still confused after reading the many responses in this forum. I, too, contributed excess Roth IRA contributions for 2021. I have not yet filed my 2021 ret...
