That seems to be the best option for resolving it. I was worried if I change the 1099-R fields it wouldn't match what the IRS received - but this is the correct...
Yes I made the deposit and withdrawal on the same day in October 2022. Box 7 shows codes "1" and "8". I chose "Removal of excess contribution" when I made the w...
Sorry I don't understand. It is showing up in my AGI. Using fake numbers but I have 300k from the W2 (1040 line 1a), and 2k from the distribution on 4a and 4b. ...
I did that and it created the form 8606 - but nothing changed about my refund. It still showing this distribution as additional income on the 1040. What should ...
So I gave them a call and they said they are not able to determine the taxable amount in 2a, so they list that as equal to the total distribution and check the ...
