Chessie
Level 3
04-14-2021
12:47 PM
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Good question as I am trying to work through the same issue. I'm not finding a spot in Proseries Professional to enter the earnings on excess ROTH contribution other than just inputting on Schedule B which won't trigger the appropriate 10% penalty on early withdrawal.
And yes, I'm also familiar with Pub 590-A and 590-B