DanaB27
Expert Alumni

Get your taxes done using TurboTax

Yes, once you selected “Yes” on "Did You Change Your Mind" screen you won’t get that screen again unless you leave the “Tell us how much you transferred” screen blank (here you enter the amount recharacterized not the amount transferred). If you entered $0 or anything else delete that entry and continue through the IRA interview. The next time you go through the IRA contribution interview the "Did You Change Your Mind" screen should be there again. 

 

Another option is you can delete all the contribution entries and reenter them with these steps in TurboTax Online:

 

  1. In the left menu, select "Tax Tools" and then "Tools".
  2. In the pop-up window Tool Center, select "Delete a form".
  3. Select "Delete" next to the IRA Contribution Worksheet in the list and follow the instructions.
  4. Click on "Search" on the top right and type “IRA contributions” 
  5. Click on “Jump to IRA contributions"
  6. Reenter your contributions.

 

@lilly6

 

 

 

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