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krlh184
Level 2
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  • "When you follow the steps above then you should not get "Indicate how much of your remaining excess contribution of $288 you want to credit toward your 2023 Ro...
    krlh184
    1
    Updated Apr 10, 2024
  • "No, if your 2023 Form 1099-R shows codes 8 and J then you will enter it on your 2023 return."Okay, so in that case I have entered in my excess contributions fo...
    krlh184
    3
    Updated Apr 10, 2024
  • "The earnings from an 2022 excess contribution have to be reported on the 2022 tax return. Code P on the 2023 Form 1099-R indicates that you have to report the ...
    krlh184
    5
    Updated Apr 10, 2024
  • So I deleted the amount for"Enter Excess Contributions" like you said, and that took care of the excess contribution for my 2023 tax return. But for your next t...
    krlh184
    7
    Updated Apr 10, 2024
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