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June 4, 2019
Solved

Window comes up saying that we received a withdrawal of an excess traditional IRA contribution Where did I do that?

  • June 4, 2019
  • 1 reply
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    Best answer by dmertz

    This will happen if you mistakenly put a zero in box 2a or leave it blank on TurboTax's 1099-R form.  A code 1, 2 or 7 Form 1099-R with the IRA/SEP/SIMPLE box marked must always have bx 2a equal to box 1 and have box 2b Taxable amount not determined marked.

    1 reply

    dmertzAnswer
    Employee
    June 4, 2019

    This will happen if you mistakenly put a zero in box 2a or leave it blank on TurboTax's 1099-R form.  A code 1, 2 or 7 Form 1099-R with the IRA/SEP/SIMPLE box marked must always have bx 2a equal to box 1 and have box 2b Taxable amount not determined marked.