123456
Level 3

Thanks, I've looked for this before and never noticed that box. It's in a Section titled "Verify Box 7 Distribution Codes" on the 1099-R input screen in the 2020 tax program. I had the EIN of the Brokerage company that the excess contribution and earnings came out of, so I made up a 1099-R, entered the Gross Distribution in Box 1, the Taxable (Earnings) amount in Box 2, and codes J and P in Box 7 since this was an excess Roth. I then checked the A5 Box "Code P or R on a 2021 Form 1099-R" in the section referenced above and the program included the earnings on Box 4b of Form 1040. 

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