There is a second and rather opposite approach to this based on my testing. In summary, using @Hal_Al's excellent workaround:Approach 1: (this is what I initial...
Zero is the correct answer based on my testing.Zero:Excess distribution = 500Taxable earnings = 200 (+ penalty)2,500:Excess distribution = 0Taxable earnings = 0...
@Hal_AlThank you -This actually works! However:Doing so generated an INCOMPLETE "ESA/QTP Worksheet" because it requires a value in the pink field. Using the sam...
Is your version025.000.0269? You can find it under help>About or alternatively under Windows installed programs and features. Optionally you can manually downlo...
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