Client decides without asking me that he wants to contribute to a ROTH IRA. I see the 5498. I input the $6000 into the program and there is a penalty - can't do a ROTH - income too high. Taxpayer calls Fidelity and asks them to return the money, it was an excessive contribution. They return the money with a letter that says we are returning the $6000 plus $166 of earnings which will be taxable on the 2022 return. We will send you a 1099R next year but you will need to correct 2022. 2022 is not finished so now I want to pretend that I have that 1099R and fix it now in the program. So I am just trying to fix it now. I think I have it fixed with various suggestions. Thanks.