How do you deal with excess Roth IRA contributions? How do you report removing the funds from the Roth IRA?

[qbteachmt]

The IRS has the resources you seek:

https://www.irs.gov/instructions/i5329

[Bethab1]

Ok, but how is it best entered into the SOFTWARE? Do I input the total amount (including the excess) into the "Adjustments to Income" screen under "Roth Contributions" or do I change that amount to be the maximum and instruct the client to conduct the excess removal?  If I am NOT changing the amount on the adjustments to income screen, then where do I tell the system the dollars were removed so that the 8606 continues to carry the appropriate amount of Basis?

[qbteachmt]

Start here: https://proconnect.intuit.com/community/individual/help/entering-form-1099-r-in-an-individual-return...