Thanks for the followup. I just tried putting the ~$700 gain in box 16 in the state info section of the 1099-R screen and it unfortunately did not make any chan...
Thanks Opus. Removing the Roth contribution on the federal portion got rid of the penalty and I'm only tax on the gain. One follow-up question. I'm filing in Ma...
Hi, I am in a similar situation re excess roth contributions. I have already moved the contributions out of the account and am following the instructions in thi...
