ljwalters Posted February 22, 2015 Report Share Posted February 22, 2015 Excess contribution taken back out in same year. This is a roth Code on 1099R is PJ Early withdrawal and excess distribution. (Taxable amount shows interest only)_ When I put both in it comes up full tax and penalties. 8606 is asking for basis in Roth contributions line 21 part III would this be just the 6500 for that year or the whole of all the years she has been contributing. Form 5329 exception do not list the withdrawal of excess. Can I just use 12 other Just want to finalize this return. Quote Link to comment Share on other sites More sharing options...
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