DanaB27
Expert Alumni

Get your taxes done using TurboTax

Please don't enter anything in the Roth contribution section, you only enter your traditional IRA contribution in the contribution section. You can check Form 5329 to verify that the penalty is $0 on line 17. You should have any entries in part IV.

 

To see Form 5329 (you might have to pay first):

 

  1. Select Tax Tools on the left and then Print Center 
  2. Select Print, save or preview this year's return
  3. Select Federal return

 

 

If you still are having issues you can send us a “diagnostic” file that has your “numbers” but not your personal information. If you would like to do this, here are the instructions for TurboTax Online

  1. From the left menu select Tax Tools. 
  2. Then select Tools below Tax Tools. 
  3. A window will pop up which says Tools Center.  
  4. On this screen, select Share my file with Agent. 
  5. You will see a message explaining what the diagnostic copy is. Click okay through this screen and then you will get a Token number. 
  6. Reply to this thread with your Token number. This will allow us to open a copy of your return without seeing any personal information.  

 

We will then be able to see exactly what you are seeing and we can determine what exactly is going on in your return and provide you with a resolution.

 

@ks903 

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