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Get your taxes done using TurboTax
Under Deductions & Credits -> Traditional and Roth IRA Contributions, indicate that you have a Roth IRA. When TurboTax asks for it, enter the amount of the excess carried into 2023 from 2022, then enter this amount as the amount applied to your 2023 Roth IRA contributions. TurboTax will then automatically prepare Form 5329.
‎February 21, 2024
4:40 PM