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Thanks, yes, I've tried that box but so far I have not been able to find a combination of codes that produces the right result and doesn't give me an error mess...
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Hi, yes I know the rule, I am trying to get the right results in Pro Series. The earnings on the excess contributions should be included in income and subject t...
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I tried using a Code P but don't get the right result. Code P makes it taxable in the prior year. I tried Code J, the early distribution code for a Roth which a...
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Thanks Rick, I will give that a try! I was concerned about using a 100R worksheet when we don't really have a 1099R, when it will come next year. That some matc...
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Thanks, yes, that was my conclusion also. Actually, as far the 2022 contribution, we have given up on the idea of determining if she will be allowed one. Too un...
