krlh184
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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...
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"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...
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"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 ...
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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...
Activity Feed for krlh184
- Posted Re: Excess Contribution to Roth IRA on Retirement tax questions. April 9, 2024 2:27 PM
- Cheered Re: Excess Contribution to Roth IRA for DanaB27. April 9, 2024 2:27 PM
- Cheered Re: Excess Contribution to Roth IRA for DanaB27. April 9, 2024 2:27 PM
- Posted Re: Excess Contribution to Roth IRA on Retirement tax questions. April 8, 2024 5:14 PM
- Posted Re: Excess Contribution to Roth IRA on Retirement tax questions. April 2, 2024 6:06 PM
- Posted Re: Excess Contribution to Roth IRA on Retirement tax questions. March 31, 2024 1:36 PM
- Posted Excess Contribution to Roth IRA on Retirement tax questions. March 30, 2024 11:10 PM