How do I correct a failure to file a 2014 1099-R reporting a Roth distribution correcting an excess 2013 Roth contribution? I'm on my 2016 taxes now?

[pbw12345]

I made a small ($32) excess Roth contribution in 2013 (which shows on the 2013 return as 2012 but there was no entry made on the  2012 return?). I withdrew the excess in March 2014 with .84 (cents) earnings. I have a 1099-R from 2014 showing the distribution and earnings (box 7 code PJ) . Then, failed to report the 1099-R on my 2014 return so the excess appears on my 2015 and my in progress 2016 return. Must I amend my 2014 Federal and State returns and the 2015 Returns? How do I "force" my 2016 return to eliminate the $2 fine? Any help would be appreciated.

[macuser_22 · Accepted solution]

If it is carrying forward, go to the IRA contribution section and click on Roth contribution, say yes you have a contribution, enter the 2016 contribution or just leave the box blank if no 2016 contribution, click through until you get  to the excess Roth contribution screen that should auto-fill with the carried over excess and enter 0 (zero) in the box since it was removed.  Continue to the end of interview.

That should remove the excess and the 5329 form with the penalty.

Enter IRA contributions here:
Federal Taxes,
Deductions & Credits,
I’ll choose what I work on (if that screen comes up),
Retirement & Investments,
Traditional & Roth IRA contribution.

OR  Use the "Tools" menu  (if online version under My Account) and then "Search Topics" for "ira contributions" which will take you to the same place.

[pbw12345]

Thank you very much - works like a champ!

[macuser_22]

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