smetzel
Level 2
05-12-2021
11:32 AM
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I also have a similar issue. The pseudo 1099-R with codes 8 and J in box 7 created for earnings on excess ROTH IRA contribution is creating a higher modified AGI and therefore additional excess Roth IRA contributions (over and above what was already removed as an excess contribution). Am I missing a software indication for earnings on Roth IRA distribution to not be included in modified AGI for the purposes of calculating excess contributions?