Smorr017
Level 2
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@DanaB27That's good news, thank you! I must have given up on trying to figure out the box 7 codes on the substitute 1099-R and just decided to say I didn't make...
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@DanaB27Thank you so much! This worked, and I did get my $161 back after removing those two forms and answering the f/u IRA question. I entered them myself, and...
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@DanaB27@AnnetteB6Token is 1195478, and I'm using TurboTax Premier, CD/Download version.I did enter the 1099-Rs exactly as shown on the form, and I deleted and ...
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@AnnetteB6Here is what it tells me as I get to the end of my federal return..
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@AnnetteB6Also, we could be talking about different penalties. I don't think I'm being charged the 6% penalty for having an excess contribution, because I remov...
Activity Feed for Smorr017
- Posted Re: Removal of excess Roth contribution on Retirement tax questions. February 27, 2024 4:40 PM
- Posted Re: Removal of excess Roth contribution on Retirement tax questions. February 26, 2024 3:41 PM
- Posted Re: Removal of excess Roth contribution on Retirement tax questions. February 26, 2024 9:22 AM
- Posted Re: Removal of excess Roth contribution on Retirement tax questions. February 25, 2024 4:38 PM
- Posted Re: Removal of excess Roth contribution on Retirement tax questions. February 25, 2024 2:43 PM
- Posted Re: Removal of excess Roth contribution on Retirement tax questions. February 25, 2024 2:30 PM
- Posted Re: Removal of excess Roth contribution on Retirement tax questions. February 25, 2024 11:09 AM
- Posted Removal of excess Roth contribution on Retirement tax questions. February 24, 2024 8:11 PM
- Posted Re: Made excess Roth IRA contribution in 2022, but removed the excess contribution and earnings i... on Retirement tax questions. April 13, 2023 7:20 PM
- Posted Re: Made excess Roth IRA contribution in 2022, but removed the excess contribution and earnings i... on Retirement tax questions. April 12, 2023 10:16 PM