jharvey
Level 4
03-14-2024
10:39 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
If you input the 1099-R with a distribution code of 8, "Excess contributions plus earnings", it will carry to 1040, lines 4a and 4b and not carry to Form 8606, or 5329. Maybe the 1099-R has the wrong distribution code.