Can I check Roth IRA I input

Forum|Forum|3 years ago
February 5, 2023
1 reply
0 views

I entered Roth IRA amount $7000 for the last year(TurboTax Deluxe 2021). I opened it today to compare something for this year. Accidently I found that Roth IRA checkbox is unchecked and no amount there. But the Traditional IRA is checked and no amount. So what is going on? Is the software bug? Should I input it for 2022 in TurboTax Deluxe 2022?

DanaB27

Level 15

No, you cannot enter IRA contributions for 2021 on your 2022 return.

You can check the IRA contribution worksheet to see if you had the contribution included on the filed 2021 return.

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"

zhshqzycAuthor

Level 3

Hi, I can't find such a worksheet which is named "IRA contribution worksheet" in 2021 record. The report has 21 pages, in which page contains it? I only can find a similar one "QuickZoom to the IRA Information Worksheet for IRA information".

DanaB27

Level 15

Yes, please check "QuickZoom to the IRA Information Worksheet for IRA information". If you cannot find it might mean that your contribution wasn't included in your return. You might want to amend your return and see if your refund changes.

Technically you don't have to report Roth IRA contributions as long as your MAGI wasn't too high and it triggers an excess contribution. But Roth IRA contributions might qualify you for the Saver's Credit.

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"